1 wealth advisor jobs found

Avidia Bank Equal Employment Opportunity/M/F/disability/protected veteran status Description: Position Overview: Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion.  Primary Responsibilities: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers: Serve as primary point of contact for clients, delivering prompt, professional and high-quality service Support and help manage...