Private Wealth Management Private Wealth Advisor
Core
Retain and grow medium to large high net worth client relationships while building a team of Banking, Trust, and Investment professionals to meet client needs.
Role type
Senior Private Wealth Advisor (IC)
Builds
High net worth client portfolios and a team of financial professionals
Domain
Private Wealth Management / Banking
Deliverable
client delivery
Required skills
Complex wealth management, relationship management, business development, product knowledge (Banking/Trust/Investment), analytical problem-solving, independent decision-making
Preferred skills
CFA or CFP designation, networking, presentation skills
Technologies
NMLS registration, S.A.F.E. Act compliance, Regulation Z
Responsibilities
Manage high net worth client relationships, build and lead a team of financial professionals, provide expert counsel in wealth management, maintain NMLS registration and pass background/credit checks
Seniority
Senior, hands-on IC