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Greenleaf Trust · 1 month ago

Senior Wealth Management Advisor - Naples, FL

Naples, FL, Naples, FL, US

Full-time

Onsite

Senior Level

5+ years exp

Greenleaf Trust is dedicated to providing comprehensive wealth management services. The Senior Wealth Management Advisor is responsible for creating and implementing wealth management plans, managing client portfolios, and coordinating with other advisors to meet client objectives.

FinanceFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Meet with prospective and existing clients on a regular basis to maintain open communication on the status of their portfolio and other wealth management strategies within the relationship

Create a wealth management plan for prospective clients which will serve as a framework to the relationship and highlight the objectives of the portfolio

Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other abovementioned wealth management strategy techniques

Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires

Work closely with Client Centric Team (CCT) members to support client needs

Participation in designated workgroups and projects as assigned