Wealth Mangement Advisor I

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them achieve their wealth goals. Partner with specialists to provide comprehensive wealth planning, investment, and banking services. Develop new client opportunities and manage existing relationships to ensure client satisfaction and financial success.

• Develop and prospect new client opportunities
• Utilize consultative sales to identify client needs
• Collaborate with specialists to deliver wealth planning and investment services
• Manage and retain lasting client relationships
• Develop and execute personal business plan to achieve objectives
• Coordinate with client's third-party advisors