Wealth Advisors / Private Bankers

Job Description

Role Overview

We are looking for experienced Wealth Advisors / Private Bankers to support high-net-worth clients with comprehensive wealth management solutions.

Key Responsibilities

Manage relationships with high-net-worth clients, typically with $1M+ in assets.

Provide guidance on investment management, loans, deposits, and wealth strategies.

Develop and maintain strong client relationships.

Assess client financial goals and recommend appropriate wealth management solutions.

Collaborate with investment and banking teams to deliver customized solutions.

Preferred Qualifications

2–10 years of experience as a Wealth Advisor, Private Banker, Financial Advisor, or Investment Advisor.

Experience working with high-net-worth clients.

CFP preferred.

Relevant FINRA licenses/designations.

Additional credentials such as CFA or CPWA are a plus.