Private Wealth Management Wealth Advisor
$115,840–$164,889 year
On-site · Shreveport, Louisiana, United States
Job Summary
The Private Wealth Management Wealth Advisor develops and maintains a portfolio of client relationships in affluent and high net worth market segments through consultative advisory approaches and sound personal financial planning. Responsibilities include collaborating with internal partners to offer a variety of wealth products and services, managing complex client relationships for revenue growth, and providing ongoing financial guidance. The role requires advanced relationship management, business development skills, and the ability to manage client needs proactively. Candidates should possess strong communication and sales skills and must register with the Nationwide Mortgage Licensing System (NMLS). This position is exempt from timekeeping and eligible for incentive pay.
Required Qualifications
- Bachelor’s degree in business, finance, economics, accounting or related field
- Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
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