Wealth Advisor, Director
Core
Primary relationship manager for high-net-worth and ultra-high-net-worth clients in the West Palm Beach market, delivering integrated wealth management solutions combining banking, investments, and financial planning.
Role type
Director-level Wealth Advisor (IC with team coordination)
Builds
Comprehensive wealth management experiences and strategic financial plans for HNW/UHNW clients
Domain
Banking and Wealth Management
Required skills
Strategic relationship management, Business Development, Financial planning, Commercial acumen, Risk management, Regulatory compliance
Preferred skills
MBA certification, Certified Financial Planner (CFP)
Technologies
None stated
Responsibilities
Drive complex acquisition strategies through cross-departmental partnerships, develop and execute regional business development strategies, lead annual client reviews to evaluate needs and increase communication, produce client reports and dashboards to assess retention risk, make strategic recommendations to senior leaders, mentor junior team members, oversee implementation of tools and training programs, manage resources to deliver business goals, design change management plans, provide tailored banking solutions including credit and mortgages, design investment portfolios and wealth planning strategies, collaborate with specialists for tax, trust, and insurance solutions, ensure adherence to regulatory and ethical requirements, monitor and track performance against financial objectives.
Seniority
Director, strategic leadership & mentorship