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, client acquisition, relationship management, sales, negotiation, problem solving
Preferred skills
Proactive client need anticipation, business development, presentation skills
Technologies
NMLS registration, CRM tools for book of business management
Responsibilities
Collaborate with internal partners to provide broad wealth products; identify relationship growth and asset retention opportunities; acquire new clients and expand services to existing clients; perform perpetual discovery of client financial situations; manage KYC guidelines, call reporting, and risk/compliance needs
Seniority
Mid-level, hands-on IC