The Portfolio Manager will design multi-asset class strategies, manage portfolios, automate processes, collaborate with teams, and drive innovation in wealth management.

As a Senior Financial Advisor, you'll leverage your financial expertise and client relationships to grow a client base, providing personalized wealth management strategies. You'll utilize advanced technology to enhance prospecting and client service.

The Senior Financial Advisor will build client relationships, utilize modern prospecting tools, and consult on wealth management strategies, impacting the company's growth.