Supports wealth management relationship growth by educating financial advisors on investment principles and portfolio solutions, managing client requests, developing presentations, and partnering with senior relationship managers. The role builds advisor relationships, identifies client needs, addresses practice management issues, and supports new business development through analytical, communication, and industry expertise.

Provides relationship management, client service, portfolio analysis, and analytical support for wealth management advisors. Responsibilities include explaining investment principles, educating advisors on portfolio solutions, preparing client analyses and marketing materials, maintaining CRM records, supporting business development, and collaborating with relationship managers and internal teams. The role also addresses practice management questions and develops knowledge of the advisor industry.