Wealth Management Advisor II
Core
Trusted advisor and team coordinator for Private Bank clients, delivering wealth planning, investments, risk management, and trust services to achieve client wealth goals.
Role type
Senior Private Bank Wealth Management Advisor
Builds
Private banking client relationships and comprehensive wealth solutions
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
consultative sales, client profiling, relationship management, risk assessment, regulatory compliance, financial planning, cross-functional collaboration, business plan execution
Preferred skills
CFP, CFA, CPWA, JD, or CPA designations; state life and health insurance licenses
Technologies
Life360 Discovery process, CRM systems, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Develop and cultivate pipeline of new client opportunities; utilize Life360 to profile clients and identify needs for AUM, loans, and estate planning; coordinate customized teams of specialists to deliver high-quality service; manage overall profitability of client relationships; lead 90-day client on-boarding; execute annual client reviews and quarterly updates; act as primary point of contact for Centers of Influence (COI); resolve client problems timely; ensure timely recording of activities in CRM.
Seniority
Senior, hands-on IC
