Private Wealth Advisor

Job description

Overview The Private Wealth Advisor serves as a trusted financial counselor to high-net-worth individuals and families. This role requires providing comprehensive wealth management solutions, including financial planning and estate planning guidance, while maintaining the highest standards of client service. The role will work with existing clients, prospects, internal partners and external partners in an effort to grow relationships and new business. This position may be filled as a Level I, II or III. Additional responsibilities and qualifications apply. Responsibilities: - Develop and maintain long-term relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. - Work with the team to create comprehensive financial plans that address complex wealth management challenges, including investment management, estate planning, tax optimization and philanthropic strategies. - Work with the Investment Manager to conduct portfolio reviews and client meetings to ensure alignment with financial objectives and risk tolerance. - Coordinate with client’s other professional advisors to ensure integrated wealth management solutions. - Id...