Senior Wealth Advisor

Senior Wealth Advisors are responsible for developing comprehensive, integrated, multi-generational wealth strategies for high net worth clients to include the placement of wealth management products in order to satisfy identified needs. The role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex individual and family client relationships for high net worth clients.

Essential Duties & Responsibilities:

• Actively engage in the prospecting, selling, production, and delivery of financial planning services to new and existing Private Wealth Management clients
• Identifies and pursues the acquisition of qualified Private Wealth Management clients, both new and existing bank clients
• Recognize financial planning, estate planning, tax planning, and product implementation opportunities and communicate them to the client and appropriate Relationship Team members
• Colle...