Wealth Advisor
Core
Develop comprehensive, integrated, multi-generational wealth strategies for high net worth clients.
Role type
Senior Wealth Advisor (Private Banking)
Builds
Financial and estate planning recommendations, client acquisition, and ongoing relationship servicing
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Financial planning, estate planning, investment planning, business succession planning, executive compensation planning, retirement planning, client acquisition, relationship management, data analysis, regulatory compliance
Preferred skills
MBA, CFP, JD, CPA
Technologies
Financial planning software, CRM systems
Responsibilities
Drive advisory-based planning process to deliver wealth management strategies; Act as a resource for client and team on succession, compensation, transfer, and retirement issues; Engage in delivery of financial planning services to new and existing high net worth clients; Work with wealth partners to identify and pursue acquisition of qualified high net worth clients; Collect data for preparation of financial and estate planning recommendations; Analyze client financial information and deliver financial advice and appropriate solutions; Partner with clients' other advisors (CPA, attorney); Establish and maintain excellent working relationships with Relationship Team members; Provide ongoing relationship servicing with current clients; Represent the bank in civic, community, and industry functions; Participate in improvement and refinement of Private Banking brand, processes, products, services, and operating policies.
Seniority
Senior, hands-on IC