Registered Senior Wealth Associate

The Registered Senior Wealth Associate plays a critical role in delivering an exceptional client experience by supporting Financial Advisors with complex client service needs, account administration, and operational execution. This role requires advanced industry knowledge, strong client-facing skills, and the ability to work independently on high-value relationships while mentoring junior team members when needed. We are looking to have this role filled within the next 2-4 weeks (by end of January 2026).