Private Wealth Advisor Senior

Job description

Overview About the Role: The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning and trust services. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then positions those products and services as appropriate. The ideal candidate is always dedicated to recommending solutions that are best suited for the client and meet the highest fiduciary standards, regardless of whether such solutions are offered through City National Bank or an affiliate. A highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations which are essential to the sound business operations of the bank. What You'll Do: - Consistently meets and exceeds individual and/or t...