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Wealth Management Advisor
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Full-time
- Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
- Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
- Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals.
- CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
- The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.
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