PWM Partner Private Wealth Advisor

Partner with a Senior Advisor to solicit, develop, manage and retain PWM client relationships within Private Wealth Management. Drive sales, revenue and practice excellence goals; focus on honing technical product knowledge and superior client-facing skills. Incumbents should have a proven sales support track record and obtain NMLS registration under the SAFE Act with accompanying background/credit checks. Strong interpersonal, verbal and written communication, client-facing abilities, data interpretation and problem-solving skills, plus proficiency with Microsoft Office applications and basic asset/wealth management concepts (CFP/CFA credentials a plus). The role emphasizes collaboration, client engagement, and growth within PWM while adhering to applicable regulatory requirements.