
This senior management role within the Wealth Advisory department focuses on guiding a team of Private Client Advisors to deliver personalized, fee-based investment solutions. Key responsibilities include managing client relationships, utilizing specialized financial planning software to create customized portfolio strategies, and leveraging proprietary research to support investment advice. The position is appealing due to a culture that prioritizes integrity and continuous professional development without commission-driven sales pressures. The role offers a hybrid work arrangement that balances remote flexibility with in-person collaboration, supported by a comprehensive benefits package including a 401(k) match, sabbatical opportunities, and tuition reimbursement.



