Design and maintain Salesforce solutions for financial services, ensuring scalability and compliance. Provide technical mentorship and collaborate with stakeholders.

The Wealth Advisor offers investment advice and recommendations to clients, develops client relationships, and markets financial planning and investment services. The role requires adherence to compliance standards and may involve occasional travel.

This role involves managing auditing processes, evaluating internal controls, preparing audit plans, and liaising with regulators to ensure compliance and effective audits.