Manage and grow client relationships for the Aligned Capital Partners network, drive asset growth through sales and referrals, provide investment recommendations and financial planning, ensure regulatory compliance, and deliver high-quality client service.

Work directly with High Net Worth clients and referring advisors to construct, monitor and review portfolios for clients with assets over $3M. Determine asset allocation using Investment Policy tools, provide market and performance reviews, support prospecting and deliver high service levels. Role includes client meetings and some travel, with compensation via base salary plus bonus.