Senior Wealth Management Advisor - Naples FL

W H O W E A RE

A t Gr e e nle a f Trust, o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s . We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .

SU MMA RY

R es po n s i b le for c r e ati n g a n d i mp lem e nting w e alth m a nag e m e nt p l a n s , po rtfo l io manag e men t , regular l y sc h e d uled po rtfo l io re v iew me e tin g s a nd c oo r d ina t i o n with o t he r advi s o rs o f t h e c l i e n t to p r o v i d e p o rtfo l i o s t h at me e t c l i e nt o b j e c ti v es .

Y o ur r o le in se rving o u r cl i e nts a n d a ss is t ing d i v is i o ns in c lu d e :

• Me e t w ith p r o s p ec t i v e a nd ex is t ing c l i e n t s o n a r e gu l ar b a s is t o ma i ntain op e n c o m m uni c ati o n o n t h e s t atus o f t he ir po rtfo l io a n d o t he r w e alth ma n ag e m e nt s trat e gi e s wit h in t h e relati o n s hi p .
• C r e ate a w e alth ma n ag e ment p l an f o r p r o s p ec ti v e c l i e n ts w hich will s e r v e as a fram e wo r k t o t h e relati o n s hip a n d highl i ght t he obj ec ti v e s o f t he po rtfo l i o .
• I mp lem e nt t he w e alth m a n ag e m e nt p l an usi n g c o o r d ina t i o n with o t he r a d v iso r s , r e al lo c ating a cc o un t s to the se t a s s e t al lo c ati o n a n d a n aly z ing o t he r a bo ve menti o n e d w e alth mana g e m e nt s trat e g y tec h n i q u es .
• C o ntinue to m a n age c l ie nt p o rtfo l i o s as se t f o rth in the w e alth ma n ag e m e nt p l an usi n g a s se t al lo c ati o n ob jec ti v e s w h i le s atis f y ing c l ie nt s ' w a n t s , n e e d s a n d de s i r es .
• W o rk c l o se ly w ith Cl i e n t C e ntric T e am (CCT) m e m b e rs t o s u ppo rt c l i e nt n ee d s .
• Partici p ati o n in de s igna t e d wo r kgr o u p s a n d p r o jec ts a s a ss i g n e d .

D E I C OM M IT M E N T

Gr ee nl e af Trust is c o m m itt e d to ex p l o r i ng d iv e rsit y , e q uity, a n d in c lusi o n, bo th wit h in t h e o rgani z ati o n it se lf, a n d t he c o m m uniti e s in w hi c h we se r ve . We c o ntin u e to se e k oppo rtuniti e s to give b a c k a n d se r v e , wo r k to e n s ure o ur a c ti o ns are be t te r a n d m o re in c lusive a nd to p r o v i d e o p po rtuni t ies for o ur t e am m e m b e rs t o u p h o ld t h e s ame e x p ec t ati o n s .

S E CURITY RES P O N SI B IL I T I ES

E mp l o yee s are r e q ui r e d to co mp ly w ith all info r mati o n a n d p h ys ic a l s e c ur i ty po l i c ies a n d p r o ce d ure s . Re c ur r ing t r aining in info r mati o n a n d p h ys ic a l s e c ur i ty po l i c ies will b e p r o v i d e d t h r o ugho u t y o ur p e r i o d o f e m p l o y ment. Partici p ati o n in t h e training i s r e q ui r e d . Ref e r to t h e P e rson n e l I nfo r mati o n S ec ur i ty Gui d e a n d t he I n fo r mati o n S ec ur i ty Po l icy M a n ual f o r fu r t he r gu id a nc e o n info r mati o n sec ur i ty r es po n s i b i l ities a n d ex pe c tati o n s .

M I N IMUM EDUC A TI O N / EXPERI E N CE R E Q UI R ED :

T A LE N T S , K N O W L EDGE, SK I L LS, AB I L ITI E S

E QU I P M E N T U S ED

SYS T EM A P P LI C A TI O N S USED :

C O N T A CTS :

PHYSIC A L R E Q UI R E M E N TS :

W ORK E N V IR O N M E N T :

Pr o f ess i o nal, w e l l -ma i n t ain e d o ffi c e e n v i ro nme n t w ith am p le ligh t ing a n d ve ntilati o n.

OT H ER :