The role focuses on identifying and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments through financial planning
Job Summary
The role focuses on identifying and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments through financial planning.
Employees must ensure strict adherence to KYC/AML regulations and safeguard the firm's reputation by driving compliance with applicable laws.
The position offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
The role focuses on identifying and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments through financial planning.
Salary
Base: $78,080.00 - $117,120.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off.