Private Wealth Advisor II

Responsibilities

We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and Philanthropy Officers, as appropriate.

Qualifications And Education Requirements

• Bachelor’s Degree in Finance, Business or related field
• 3 years of retail or institutional wealth/investment experience required
• Must possess strong relationship building skills including verbal and written communication skills
• Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
• Must possess excellent sales and closing skills
• Series 6 or 7 licenses to sell brokerage products
• State Life and Health Insurance Licenses
• CFP, MBA or Professional designation(s) preferred

Pay

Salary Range: $00.00 - $60,000 base/plus commission per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Schedule

Not specified

Benefits

• Medical, dental, and vision insurance
• 401K
• Continuing education opportunities
• Employee assistance program
• A variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization