Manages client service team priorities and wealth management delivery for high-net-worth clients. Responsibilities include portfolio reviews, investment recommendations, financial planning analyses, trade and rebalance approvals, client meetings, implementation coordination, CRM documentation, and collaboration across tax, investment, estate planning, and risk management functions. The Advisor also mentors team members, maintains planning scorecards, and ensures timely execution of client requests.

Advisors manage client service teams, provide financial planning and investment strategies, analyze client data, and train team members.