Private Wealth Advisor
Core
Cultivate relationships with high net worth and ultra-high net worth clients to deliver holistic wealth planning and exceptional investment results.
Role type
Senior Private Wealth Advisor (IC)
Builds
Personal book of business serving individuals, families, foundations, and endowments
Domain
Private Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
wealth management, investment strategies, financial planning, estate planning, taxation, asset allocation, philanthropy, sales, client relationship management
Preferred skills
independent Registered Investment Advisor experience, established portable book of business, community engagement
Technologies
Capital System, separate accounts, mutual funds, private equity, alternative strategies, hedge funds
Responsibilities
Meet with clients and prospects to develop a book of business; deliver holistic wealth planning; provide investment management solutions; leverage external manager research; coordinate with Wealth Advisory and Client Solutions Groups.
Seniority
Senior, hands-on IC