Private Wealth Advisor I/II/III

This position is responsible for designing and delivering tailored wealth strategies for high-net-worth individuals and families. Success is measured by new client acquisition, retention, and growth of an existing portfolio. The advisor ensures each client receives a personalized experience that reflects their goals and preferences. This position may be filled as a Level I, II, or III, with additional responsibilities and qualifications applicable at higher levels.

Responsibilities

• Serve as the primary relationship lead for high-net-worth clients, ensuring they can access the firm’s full suite of solutions.
• Partner with Portfolio Managers, Private Wealth Client Executives, and Financial Planners to evaluate a client’s financial picture and develop comprehensive short- and long-term plans.
• Drive business development by creating and executing strategies to expand the client base and promote the bank’s full capabilities.
• Identify opportunities to deepen relationships by reviewing client holdings—including those outside the firm—to consolidate assets or introduce additional services such as credit, fiduciary support, or financial planning.
• Manage a robust sales pipeline, ensuring consistent movement through the sales cycle and achievement of revenue targets.
• Lead ongoing relationship reviews with internal partners to ensure client objectives remain on track.
• Coordinate communication and activities across the advisory team, recommending wealth solutions as needed.
• Build strong internal and external partnerships to generate new business and address client or prospect needs.
• Perform all additional duties as assigned.

Requirements

• At least one of the following:
  • High School Diploma or GED and a Graduate of Trust School plus 3 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor's Degree in Business or related field, plus 5 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree with 3 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree.
• Demonstrable moderate level of knowledge of the types, complexity, respective governance, transactions, and industry practices of the clients and accounts administered by the organizational unit.
• Excellent client communication and interpersonal skills (oral and written).

Qualifications

• Certified Trust and Financial Advisor (CTFA) or other certification within the field of the organizational unit preferred.
• Juris Doctor preferred.
• CPA preferred.
• CFP (Certified Financial Planner) preferred.
• CWS (Certified Wealth Strategist) preferred.

Level II Additional Qualifications

• At least one of the following:
  • High School Diploma or GED and a Graduate of Trust School plus 6 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor's Degree in Business or related field, plus 10 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree with 7 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
  • 7 years in the private practice of law or professional accounting; or
  • 3 years of financial planning and/or proven sales experience in a Wealth Management firm.

Level III Additional Qualifications

• At least one of the following:
  • High School Diploma or GED and a Graduate of Trust School plus 8 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Bachelor's Degree in Business or related field, plus 12 years of experience in the administration of the type of accounts and clients related to the organizational unit; or
  • Graduate Degree with 10 years of experience in the administration of the type of accounts and clients related to the organizational unit or in a field related to the graduate degree; or
  • 10 years in the private practice of law or professional accounting; or
  • 5 years of financial planning and/or proven sales experience in a Wealth Management firm.

Physical Requirements / Working Conditions

• Must be able to sit for long periods of time and use a computer keyboard and/or mouse, requiring hand and wrist manipulation, while viewing computer screens.