Wealth Advisor II

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition

Generates sales leads through cross-function collaboration, centers of influence and personal contacts

Develops perspective on clients by...