Private Wealth Advisor

Undergraduate degree; CFP, CFA or MBA a plus.
5+ years of wealth management or related industry experience and a demonstrated interest in new business development.
Demonstrated track record of sourcing and closing new high-net worth relationships
Fluency with social media and LinkedIn.
Ability to create a new referral network capable of generating business.
Actively involved in your community, engaged with charitable organizations and able to cultivate a strong network of wealthy individuals who value the expertise you bring to the table.
The Private Wealth Advisor is the knowledgeable and trusted advisor to sophisticated high net worth and ultra-high net worth individuals and families.
Communication and presentation style capable of being tailored to distinct audiences, internally and externally.
Demonstrable service orientation and capability to build strong relationships, both externally and internally.
Experience in completing timely, accurate and compliant client and account activities with minimal supervision.
Willingness to engage in additional training and licensing as necessary.

Work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.
Help nonprofit foundations and endowments realize their long-term financial objectives through effective planning and investment management.
Cultivate prospective clients and referral sources to develop your book of business.
Provide clients with access to an array of proprietary and non-proprietary services including separate accounts, mutual funds, private equity, alternative strategies, and hedge funds.
Collaborate with a diverse team of advisors and a dedicated client service team to support the individuals, families, foundations, and endowments served.