Private Bank Wealth Advisor III - Remote

Overview

The Private Bank Wealth Advisor III is responsible for developing and managing high-net-worth clients' Wealth Plans, focusing on building relationships and providing exceptional client service.

In Short

• Primary client relationship manager for high-net-worth clients.
• Develops and manages clients' Wealth Plans.
• Builds relationships with new and existing clients.
• Coordinates with specialists to fulfill clients' needs.
• Self-acquires new business through community engagement.
• Provides legendary client service to retain relationships.
• Works with moderate to high complexity client relationships.
• Knowledgeable in compliance and regulatory requirements.
• May require registration as a Mortgage Loan Originator.
• Flexible work arrangements available.

Requirements

• Bachelor’s Degree required.
• State Life and Health Licenses required within 90 days of hire.
• At least 5 years of experience in wealth management or related fields.
• Experience with high or ultra-high net worth clients.
• Securities and life insurance licenses preferred.
• Strong relationship-building skills.
• Excellent written and verbal communication skills.
• Able to multi-task effectively.
• Client-focused with a service-oriented mindset.
• Knowledge of banking, investment management, or insurance products.

Benefits

• Flexible work arrangements.
• Opportunities for professional development.
• Supportive workplace culture.
• Comprehensive benefits package.
• Equal Opportunity Employer.