Consulting

This role leads relationships with high-net-worth and ultra-high-net-worth clients, driving firm growth through expanding existing relationships and delivering advanced planning strategies across investments, tax, estate, and insurance. The position requires advisors who excel at consultative selling and thrive in complex client situations to grow assets under management within a collaborative environment. Responsibilities include managing a pipeline of opportunities, strengthening UHNW client relationships, and coordinating sales cycle activities to ensure timely execution. The role involves collaborating with internal teams to align client needs with company objectives and maintaining the firm's reputation as a client-centric organization.