Overview

Responsible for acquiring and growing relationships with emerging High Net Worth clients and prospects within the innovation economy through personalized guidance and on-going relationship management. Client opportunities are generated through various channels, including online inquiries and internal partnerships. The role utilizes a planning-based approach to clearly understand the needs of clients and provide timely insights to help them make sound financial decisions. As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to