Private Wealth Advisor I/II/III
RemoteUnited States
Job Summary
Lead high-net-worth clients as the primary relationship point of contact, delivering tailored wealth strategies and ensuring access to the firm's full suite of solutions. Partner with Portfolio Managers, Client Executives, and Financial Planners to evaluate financial pictures and develop comprehensive short and long-term plans. Drive business development by creating and executing strategies to expand the client base, while reviewing holdings to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning. Manage a robust sales pipeline to ensure consistent movement through the sales cycle and achievement of revenue targets. Coordinate communication across the advisory team and lead ongoing relationship reviews with internal partners to keep client objectives on track.
Required Qualifications
- High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit
- Bachelor's Degree in Business or related field, plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit
- Graduate Degree with 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree
- At least a moderate level of knowledge of the types, complexity, respective governance, transactions and industry practices of the clients and accounts administered by the organizational unit
- Excellent client communication and interpersonal skills (oral and written)
- Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens
Desired Qualifications
- Certified Trust and Financial Advisor (CTFA) or other Certification within the field of the organizational unit
- Juris Doctor
- CPA
- CFP Certified Financial Planner
- CWS Certified Wealth Strategist
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