Job Description
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award‑winning environment that fosters a people‑first culture with a high priority on your personal and professional growth.
Responsibilities
- Growth (new and existing clients)
- Ambassador for the wealth group
- Develop and strengthen client relationships focusing on clients with investable assets above minimum thresholds
- Identify complex financial planning needs and solutions for clients by considering the client’s wealth, life goals and other objectives
- Serve as a resource for clients with complex needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning
- Liaise and ...