Responsible for developing client solutions for individuals with high-net worth. Has advanced techniques and knowledge of complex investment services used to maintain and/or create relationships with clients. The senior specialist handles the most complex and sophisticated planning situations for most affluent clients. Requires a bachelor's degree and at least 5 years of experience in the field or in a related area. Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected. Typically reports to a head of unit or department.
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