Details: Our client is a growing, well established regional bank that is looking to hire a Wealth Advisor on their Private Client team. This individual will play a critical role in the client’s strategic wealth planning and assisting them to achieve their wealth goals. Responsibilities will include: Identifying and developing new opportunities to deliver advice and solutions to existing and new Wealth Management clients Leverage network within the Private Client space to bring in referrals through Centers of Influence, partnering with other bank lines of business, and existing clients Utilizing previous experience and wealth of knowledge of wealth management and private banking services to capture every aspect of the client relationship and accurately assess current needs Partnership with the established institutional group to expand those relationships on the private client platform Serve as point of contact for the client throughout relationship This is a dynamic team to join within a tremendous organization. This is a bank that values their employee’s internal growth throughout their career. This position includes a competitive compensation and benefits package.
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