PWM Private Wealth Advisor
$134,280–$164,120 year
On-siteKansas City, Missouri, United States
Job Summary
Identify, close, and deepen client relationships by leveraging broad knowledge of investments, banking, wealth, estate planning, and trust services to frame and retain accounts. Drive growth through internal and external sales while acting as a conduit for Private Wealth Management's strategic partners in the region. Utilize a holistic approach to manage client circumstances, organizing a team of specialists to provide deeper expertise in specific areas. Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act and Regulation Z, including criminal background and credit check requirements. Requires a Bachelor's degree, eight years of experience with High Net Worth clients, and preferred CFA or CFP designation. Pay range $134,280.00 - $164,120.00.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Established network with strong relationship management, networking, and business development skills
- Demonstrated success in specific client segments or verticals with developed strategic partnerships
- Experience profiling clients and formulating customized strategies to address their needs
- Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
- Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
- Ability to make critical decisions independently and act as a business owner
- Professional designation such as CFA or CFP
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