Senior Private Wealth Advisor
Overview:
The Senior Private Wealth Advisor is responsible for consulting with current and prospective clients to identify and meet their financial goals through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate.
Qualifications:
• 7-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management.
• Demonstrates ability to learn and comprehend sophisticated financial planning concepts.
• Excellent analytical skills, independent judgment and discretion required.
• Ability to effectively sell financial services products.
• Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
CNB is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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The Senior Private Wealth Advisor is responsible for consulting with current and prospective clients to identify and meet their financial goals through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate.
Qualifications:
• 7-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management.
• Demonstrates ability to learn and comprehend sophisticated financial planning concepts.
• Excellent analytical skills, independent judgment and discretion required.
• Ability to effectively sell financial services products.
• Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
CNB is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Apply Job!
Apply Now
Apply Now