PWM Private Wealth Advisor
Job Description
Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Requirements
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Registration process includes a criminal background and credit check
- Failure to meet or maintain NMLS registration requirements may result in rescission of offer or termination of employment
Qualifications
- Bachelor's degree
- 10 or more years of experience in high and ultra-high net worth client wealth management activities
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Pay
Base pay for this role usually falls within $165,000.00 - $200,000.00. Additional considerations regarding base pay levels are based on candidate qualifications.
Location
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.