VP/Wealth Advisor
Core
VP/Wealth Advisor builds substantial, enduring practices around client segments, serving as a financial confidante to high-net-worth individuals and helping them meet complex challenges beyond wealth management.
Role type
VP/Wealth Advisor
Builds
Client relationships and wealth management practices for high-net-worth individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Entrepreneurial spirit, intellectual curiosity, high emotional quotient, determination, trustworthiness, strong academic credentials, passion for investing, ability to build relationships with centers of influence, comfort interacting with individuals of significant wealth
Preferred skills
Existing network within the community, experience advising on meaningful life and business decisions
Responsibilities
Attract clients to the firm, help clients meet complex financial and life challenges, connect clients to the firm's planning and investing expertise, understand client values and philanthropic goals
Seniority
VP level, hands-on IC