Wealth Advisor
Core
Develop comprehensive, integrated, multigenerational wealth strategies for high net worth clients, including placement of wealth management products.
Role type
Senior IC Wealth Advisor
Builds
Financial, estate, and tax plans; wealth management products
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, selling, financial planning, estate planning, tax planning, product implementation, client relationship servicing, data analysis, regulatory compliance
Preferred skills
strategic wealth strategy design, complex product structuring, high-net-worth client acquisition
Technologies
sales management tools, call planners, pipeline tracking systems
Responsibilities
prospect and acquire new Private Wealth Management clients; identify and communicate financial, estate, and tax planning opportunities; present and execute financial plans; analyze client financial information to deliver advice and products; maintain relationships with current clients; collaborate with Relationship Team members and partners for referrals; monitor and update sales pipeline and closed business reports; represent the bank at civic and industry functions.
Seniority
Senior, hands-on IC
