The Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals and their associated entities. Actively networks both inside and outside the firm for new client relationships, as well as maintaining and expanding current relationships through exceptional client service. Meets with existing and prospective clients to profile, assess financial service needs and propose solutions, often through the use of financial planning tools. Keeps current on economic and market trends, as well as compliance and regulatory issues.

Our philosophy is built around three simple truths to ensure we always do the best for our clients. 1) Relationships begin with knowledge. 2) Process – not products – leads to objective advice. 3) Proactive oversight and communication produce results. We act with integrity and live our company values every day. Our foundation of integrity builds coworker trust and effective mutual relationships. Teamwork and collaboration are paramount to our culture, extending beyond the private wealth group to include strong partnerships with commercial banking, institutional wealth, mortgage, treasury, and more.

• Your knowledge of investment products and services, laws, and regulations will be beneficial in solving problems and making recommendations to our clients.
• You’ll generate new business and cross-sell to existing clients to produce significant revenue for the bank.
• You’ll partner with the financial planning team to assess the client’s financial needs and goals with a holistic approach towards financial planning.
• You’ll consistently maintain high levels of productivity, working with ambition, efficiency, and determination to meet and/or exceed goals.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related field of study and 5-7 years of directly related experience in the securities industry or 10-12 years equivalent combination of education and experience.

PREFERENCE:

• Certified Financial Planner certification
• Certified Private Wealth Advisor designation