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
Private Wealth Management Advisor
Builds
Client relationships and revenue growth through financial planning, asset management, trust, estate planning, insurance, and banking services.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, trust and estate planning, insurance and risk management, sales, business development, relationship management, KYC compliance, book of business 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 new clients and expand services to existing clients; Provide guidance and solutions for the development and on-going maintenance of client needs; Perform perpetual discovery, assessing a client's financial situation; Manage multiple tasks and deadlines including risk and compliance needs.
Seniority
Mid-Senior level (5+ years experience)