Private Wealth Advisor

About the Role

The Private Wealth Advisor is a trusted advisor who serves ultra-affluent clients and prospects with investible assets of >$5MM and sophisticated, complex needs. Through a team-led approach, the advisor helps families and business owners achieve their banking, long-term planning, and wealth preservation goals. The role involves collaborating with a dedicated team of experts to deliver holistic financial solutions, including personalized education, advice, guidance, and tailored product/service offerings.

The objective is to provide comprehensive wealth management spanning investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit/depository services. The advisor broadens customer relationships by deeply understanding individual needs and adhering to a fiduciary standard.

Responsibilities

• Leverage specialty resources in a team-led approach to deliver long-term planning, investment advice, and wealth preservation solutions for ultra-high-net-worth (UHNW) clients.
• Surround clients with a team of experts to manage and preserve multi-generational wealth, utilizing the Family Office’s comprehensive service set (holistic governance, planning, family education, and concierge services).
• Transform client needs into relevant product and service offerings, exceeding expectations through sophisticated analytical thought and innovative solutions.
• Collaborate with Trust, Planning, and Investment teams to address holistic client needs.
• Interpret internal and external business challenges and recommend solutions aligned with clients’ current and future needs.
• Provide personalized education, advice, and solutions using integrated delivery of investment management, fiduciary services, financial planning, business succession planning, and credit/depository services.
• Grow and retain Wealth Management relationships through effective relationship skills, sales strategies, and engagement with internal/external sources.
• Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
• Develop and execute a business development plan to expand the UHNW client base and increase share of wallet with existing relationships.
• Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
• Leverage internal and external centers of influence (e.g., investment bankers, attorneys, accountants) to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.
• Exhibit professional behavior and promote positive working relationships.
• Understand and comply with bank policy, laws, FINRA/SEC regulations, and the bank’s BSA/AML Program as applicable to job duties.

Requirements

• Bachelor’s degree required; MBA preferred.
• 10+ years of experience in the Wealth Management industry.
• Specialized expertise in one or more of the following: Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven business development and relationship management experience.
• Ability to provide investment advice and guidance to clients with highly complex and sophisticated financial needs.
• Strong collaborative skills and ability to work cohesively within a team environment.
• In-depth knowledge of the finance industry and the local, state, national, and global economy.
• Exceptional listening skills to deliver comprehensive solutions tailored to client needs.
• Ability to communicate confidently with ultra-affluent clients and prospects, demonstrating poise, conviction, and executive presence.
• Exceptional verbal and written communication skills, including the ability to deliver advanced presentations and recommendations to diverse audiences.
• Flexibility in schedule to accommodate client meetings outside normal business hours.
• State Life, Accident & Health and Variable Contract insurance licenses, or ability to obtain them.
• Relevant certifications or degrees (e.g., CRPC, CFP, CPA, CFA, CWS, CTFA, CFM) or ability to earn accreditation.
• Unrestricted work authorization in the U.S.; no future sponsorship required.

Work Environment

This role is anticipated to be onsite at the posted location. The environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. Collaborative spaces are designed to support professional growth while working alongside talented colleagues. Work location may change based on business needs.

Benefits

• Medical, Dental, and Vision Insurance
• 401k with matching contributions
• Time Off Programs
• Health Savings Account (HSA) and Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term and Long-Term Disability Insurance

For compensation and benefit details specific to this role, email TAGAdmin@fnni.com with the job number in the subject line.