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PWM Private Wealth Advisor
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$174,900 a year
Full-time
- Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
- The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships.
- The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
- Professional designation such as CFA or CFP is preferred
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