Private Wealth Management Wealth Advisor
Core
Develops and maintains a portfolio of client relationships within the affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning.
Role type
Senior Private Wealth Management Advisor
Builds
Client relationships and revenue growth within the private wealth segment
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, trust and estate planning, insurance and risk management, sales, negotiation, problem solving, business development, relationship management
Preferred skills
None stated
Technologies
NMLS registration
Responsibilities
Collaborate with internal business partners to provide a broad range of wealth products and services; Acquire complex client relationships and expand services to existing clients; Provide guidance and solutions for the development and ongoing maintenance of complex client needs; Perform perpetual discovery to assess a client's financial situation; Manage multiple tasks including KYC guidelines, call reporting, and book of business management; Act as a resource to associates with less experience
Seniority
Senior, hands-on IC