The wealth advisor has responsibility for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing advice but may rely on other members of the team to develop recommendations within their individual areas of expertise. All advisor are expected to attempt to solicit new business when the opportunity arises. The wealth advisor typically have primary responsibility for a group of clients and secondary responsibility for another group of clients. The wealth advisor typically will participate in client meetings but their attendance will be determined by the Senior Advisor.
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