As part of the Allium Client Service Team, your role will be to onboard new clients by processing their paperwork. You will spend your days interacting with clients answering questions, finding solutions, processing transactions, and preparing for client meetings.
This position is responsible for partnering with Financial Advisors to help manage client relationships by working directly with clients to review results, identify opportunities, follow up with questions and action items, compiling and maintaining financial planning data, and placing trades and managing model portfolios.
As a Senior Wealth Advisor at Allium, you play a critical role in helping our clients navigate their financial life every day; ensuring they understand complexities and providing holistic solutions. Passion, a positive, entrepreneurial attitude and a deep sense of service are pre-requisites to joining the Allium team. If this resonates with you, we’d love to talk.
People first: Working here is less about filling a role and more about growing in your career. We value who you are and where you want to shine. At Allium, our culture drives us to care deeply about supporting clients; each of us brings our unique perspective, experience, and compassion to our work. If that resonates with you, then we’d love to meet.
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