Platform Solutions Advisor: Tax‑Smart Growth for RIAs

A leading financial services firm is seeking a Platform Solutions Client Advisor to collaborate with clients for growth solutions. This role focuses on tax management and investment solutions, requiring extensive experience in asset management and strong interpersonal skills. Responsibilities include driving new business, promoting investment solutions, and managing relationships with client firms. The ideal candidate has over 10 years of experience in sales/client engagement and a deep understanding of tax loss harvesting strategies. The position offers full-time employment with competitive compensation. #J-18808-Ljbffr