About this role

Serves as the trusted advisor and team coordinator for Private Bank clients
Creates streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities
Collaborates with a customized team of specialists to deliver high-quality client service
Manages overall profitability of client relationship
Drives continuous improvement by looking for ways to deepen relationship with client

Bachelor's degree or equivalent work experience required
Business Administration, Finance, or Economics is preferred
CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date
Minimum of eight (8) years of successful sales/client service experience in financial services industry
Strong interpersonal negotiation, verbal and written communication, and presentation skills
Ability to use software including: Word, Excel and PowerPoint, CRM or related systems
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)

Wealth Management Advisor – II

Key skills