The Financial Planner will work closely with the other client service team members and various internal departments (i.e. investments, compliance and operations) to meet client requirements. 

Job Description:

The Financial Planner will perform all or some of the following Job description:

• The Financial Planner will meet frequently with the client to discuss investment strategy, account performance, market developments and other topics of interest in the investment management field.           

• 7 or more years of portfolio management, sales, marketing or relationship management experience.