Wealth Management Advisor

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them achieve their wealth goals. You will partner with specialists to provide comprehensive wealth planning, investment, and trust services, ensuring a high-quality client experience. This role involves developing new client opportunities, managing existing relationships, and coordinating with third-party advisors to deliver tailored financial solutions.

• Develop and prospect new client opportunities
• Utilize client discovery process to identify needs
• Manage and deepen household relationships
• Collaborate with specialists to deliver advice-based solutions
• Coordinate with client's third-party advisors
• Manage overall client relationship profitability

• Must be authorized to work without sponsorship.