Private Wealth Management Private Wealth Advisor
Core
Advise high and ultra high net worth clients on wealth, estate planning, investments, banking, credit, insurance, and charitable giving to help them achieve financial objectives.
Role type
Private Wealth Advisor (IC)
Builds
Client relationships and financial strategies
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Relationship management, networking, business development, client profiling, strategic planning, holistic wealth management, sales, fiduciary administration
Preferred skills
CFA or CFP designation, experience in specific client segments or verticals, ability to manage a team of specialists
Technologies
NMLS registration, S.A.F.E. Act compliance, Regulation Z
Responsibilities
Identify, close, and deepen client relationships; frame and acquire new client relationships; drive growth through internal and external sales; act as a conduit for strategic partners in the region; organize and prioritize a team of specialists to support client needs.