PWM Private Wealth Advisor

About the position Responsibilities • Identify, close, and deepen client relationships. • Use familiarity with client circumstances to frame, acquire, and retain relationships. • Drive growth through internal and external sales. • Develop new client relationships within PWM. • Collaborate with a team of specialists to provide deeper knowledge in respective areas of expertise. Requirements • Bachelor's degree, or equivalent work experience. • Eight or more years of experience interacting with High and Ultra High Net Worth clients. Nice-to-haves • Established network with strong relationship management, networking, and business development skills. • Demonstrated success in specific client segments or verticals with developed strategic partnerships. • Experience profiling clients and formulating customized strategies to address their needs. • Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists. • Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication. • A passion for problem-solving and acting as a strategic advisor. • Ability to make critical decisions independently and act as a business owner. • Professional designation such as CFA or CFP is preferred. 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 • Adoption assistance • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Apply tot his job