About this role
The Senior Wealth Advisor Associate is a member of a dynamic wealth team led by the Senior Wealth Advisors and plays an integral role in the delivery of superior personalized service to our high-net-worth member owners. The primary accountability of the role is to assist the Senior Wealth Advisors with their day-to-day administration, sales and service in an efficient and effective manner thereby allowing the Senior Wealth Advisors vital contact time with members.