Wealth Advisor, Director
$91,800–$171,000 year
On-siteTampa, Florida, United States or Naples, Florida, United States
Job Summary
Manage high-net-worth and ultra-high-net-worth client relationships by delivering integrated wealth management solutions spanning banking, investment strategies, and holistic financial planning. Coordinate multi-disciplinary teams to execute creative solutions, drive wallet share through strategic cross-selling, and lead complex acquisition strategies across Retail, Commercial, and Capital Markets. Act as the primary subject matter expert on regulations and policies, designing and implementing investment portfolios, liquidity strategies, and tax optimization plans while ensuring adherence to rigorous risk management practices. Produce client reports, lead annual reviews, and provide recommendations to senior leaders based on deep industry insights and data analysis.
Required Qualifications
- Typically 7+ years of relevant experience
- Post-secondary degree in related field of study
- Equivalent combination of education and experience
- Experience dealing with HNW clients
- Equivalent knowledge base
- Broad knowledge of all facets of wealth management
- In-depth / expert knowledge of Bank products, services and capabilities
- Seasoned professional with a combination of education, experience and industry knowledge
- Strategic relationship management
- Networking
- Business Development
- Commercial acumen
- Financial planning
- Client service
- Collaboration
- Customer Service
- Problem Solving
Desired Qualifications
- MBA certification preferred
- Certified Financial Planner is preferred
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