Wealth Management Advisor
Core
Trusted advisor and team coordinator for Private Bank clients, delivering wealth planning, investments, risk management, and trust services to simplify complexity and achieve client wealth goals.
Role type
Private Bank Wealth Management Advisor
Builds
High-net-worth client relationships and comprehensive financial solutions including estate planning and asset allocation.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
consultative sales, client profiling, relationship management, risk assessment, regulatory compliance, business plan execution, cross-functional collaboration, financial product knowledge, CRM utilization, third-party advisor coordination.
Preferred skills
CFP, CFA, CPWA, JD, or CPA designations; Business Administration, Finance, or Economics degree.
Technologies
Life360 Discovery process, CRM systems, Microsoft Office (Word, Excel, PowerPoint).
Responsibilities
Develop and cultivate pipeline of new client opportunities; profile clients to identify needs for AUM, loans, and deposits; execute personal business plan to achieve revenue objectives; coordinate customized teams of specialists for client service; manage overall profitability of client relationships; lead 90-day client on-boarding; conduct annual client reviews and quarterly updates; resolve client problems timely; refer opportunities for advanced planning solutions; coordinate with external advisors (attorneys, accountants).
Seniority
Mid-Senior, individual contributor with team coordination responsibilities.
