Senior Private Wealth Advisor

SafeBridge Private Wealth (SPW) was built on the belief that emerging affluent and high net worth families are l looking for more than just the traditional, off the product shelf financial solutions.

We know there are endless institutions to look to for run of the mill financial products – for general advice that suits many people, most of the time.

Families that are building wealth quickly and intentionally have different needs and desires, and that means they need someone who understands them and understands how to help them.

That’s where you come in, as our next Senior Advisor in our Private Wealth division.

JOB DESCRIPTION

At SPW, we help emerging affluent and high net worth families stay on their growth trajectory by helping them build, protect, and multiply their wealth.

This starts with an authentic commitment to our relationship with each individual client and family and leads into a strategic insurance and wealth manageme...