Financial Advisor

Client Concierge (financial advisor assistant) is a key teammate in the execution of our service to clients. The position is heavy in client contact and thus communication and organizational skills are vital. Work and client projects are coordinated with the financial advisor, tax team, and other support members on a continual basis.

This position will know (and learn) the interworkings of financial services executed on behalf of our clients. Very often this position is the main line of communication with clients for all service matters.