Position Summary The Private Wealth Advisor’s II (PWA) primary responsibility is to serve as personal relationship manager to reputed company Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to reputed company a deep understanding of clients’ unique goals and objectives. Duties & Responsibilities · The Private Wealth Advisor will manage and reputed company a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments. The Private Wealth Advisor will work with and coordinate the efforts of our reputed company Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private reputed company banking services to create comprehensive financial strategies and solutions to help clients reputed company their desired objectives over their lifetime. The Advisor will actively pursue opportunities to reputed company new business – both in securing additional assets from existing clients as well as seeking new high-net-worth reputed company opportunities. reputed company accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures through the following; · Act as the primary relationship manager for a book of clients. · Frequently meet with clients; formulate the appropriate actions necessary to help the reputed company and enhance their relationship with reputed company. · Actively drive new sales opportunities. · Attend discovery/needs-based sales training. · Serve as resource for reputed company and act as a project leader from time to time. · Administer accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of reputed company service. · Complete mandatory account reviews for the assigned accounts. · Actively reputed company reputed company recommendations consistent with the reputed company’s financial plan and Investment Policy Statement. · Meet and communicate with clients, including a review of the reputed company’s investment strategy and financial plan, on a regular reputed company. · reputed company high level service to clients, beneficiaries, advisors, and other reputed company parties to assigned accounts. Escalate issues to the appropriate parties. Education & Experience Knowledge of: • Strong oral and written communication skills • Strong sales and reputed company service skills • Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures • A fiduciary approach to managing reputed company relationships Ability to: • The Private Wealth Advisor II is for those Advisors managing or having the ability to reputed company larger books of business that bring in substantial reputed company. • reputed company and manage reputed company relationships at an advanced level • reputed company independent reputed company • Respond reputed company to reputed company needs and requests • Partner with other associates on reputed company in a collaborative and reputed company-reputed company manner • Understand and think strategically about reputed company reputed company’s financial planning • Analyze and interpret numerical data • Analyze and solve problems that frequently involve reputed company based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required • Analyze and interpret general business periodicals, reputed company journals, technical procedures, and governmental regulations • reputed company duties under frequent time pressures Education and Training: • Requires Bachelor’s degree in Business or Finance or com • mensurate wealth management or financial services experience with high net worth clients • Certified Financial Planner designation is preferred • Must be in good standing with First reputed company Corporation continuing education. • On-reputed company development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed. • Requires knowledge of standard business systems, including but not limited to, Trust reputed company systems, arenaflex Office Suite Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (reputed company Pay reputed company: $130,000 – $160,000 annually) reputed company provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and reputed company well-being—now and in the
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