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 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, negotiation, problem solving, relationship management, business development, KYC compliance, book of business management.
Preferred skills
Ability to independently manage the largest client relationships, proactive solution provision, advanced presentation skills.
Technologies
NMLS (Nationwide Mortgage Licensing System and Registry)
Responsibilities
Collaborate with internal business partners to provide a broad range of wealth products and services; Acquire more complex client relationships and expand services to existing clients; Perform perpetual discovery to assess client financial situations; Manage multiple tasks including call reporting and risk compliance needs; Act as a resource to associates with less experience.
Seniority
Senior, hands-on IC