Sr Private Wealth Advisor

Job description

Responsibilities include but are not limited to: - Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. - Manage client relationships by maintaining regular contact and periodically reviewing their financial needs. - Build, promote and maintain adequate pipeline of opportunities across all elements of the US Wealth product set, including, but not limited to, bank products, advisory opportunities, brokerage and planning/ life insurance. - Actively develop new relationships externally through referrals from clients, centers of influence and internal partners. - Manage relationships by leading the client team in planning, delivery, and regular review with clients. - Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. - Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies. - Ensure compliance with internal control procedures, department policies and regulatory requirements. - Demonstrate ability to be a value added, complimen...