Wealth Management Advisor II

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them achieve their wealth goals. You will collaborate with specialists to provide comprehensive wealth planning, investment, private banking, risk management, and trust services, ensuring a high-quality client experience.

• Develop and prospect internal and external centers of influence to build client pipeline
• Utilize Life360 Discovery process to identify client needs and opportunities
• Act as a Core Team Member for One Bank to expand and deepen household relationships
• Deliver advice-based solutions and high-quality client service through a customized team of specialists
• Coordinate with client's third-party advisors (attorney, accountant) for synergy
• Manage overall profitability of client relationships and lead client onboarding