"Working with a financial advisor can bring peace of mind and ensure your financial goals are on track, but finding one who understands your needs is essential."
You will act as primary point person to grow and maintain relationships with partners and sponsors, including building product manufacturers, technology brands.
"Building good client relationships and helping them make financial decisions which influence the success of their business is my favorite part about the job. I enjoy working with a range of clients, from local small businesses to larger companies, including some showbiz clients who bring unique challenges and rewards."