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Wealth Advisor
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- Position Summary: The Wealth Advisor is a registered representative responsible for client acquisition, growth and servicing by providing a balanced combination of professional investment management and personalized financial advice.
- The Wealth Advisor shares the organization's commitment to understand, care for, and guide financial decisions involving asset management, planning, tax minimization, risk management, budgeting, and generational wealth education.
- The Wealth Advisor serves as trusted advisors for their clients, understand their financial needs, and offer powerful solutions.
- Referral sources include partnerships in retail, private banking, commercial and wealth management lines of business, as well as external centers of influence like attorneys, CPAs, and other advisors.
- Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), KYC (Know Your Customer) and other regulatory requirements.
Expired 8 days agoInactive Job
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