Private Wealth Advisor

Our client, a financial services firm in Syracuse, NY, is currently seeking a Private Wealth Advisor to join their team. The Private Wealth Advisor will be responsible for building and maintaining client relationships by delivering comprehensive wealth planning and coordinated financial strategies aligned with each client’s goals and values. The wealth planning includes banking, insurance, trusts and wealth management.ResponsibilitiesBuild and maintain trusted relationships with existing clientsUncover client goals and develop tailored financial strategiesProspect for new clientsLeverage referral networks and community involvement to expand the client baseRepresent the organization at networking eventsDevelop detailed financial plans using structured processes and planning softwareAssemble and lead cross-functional client strategy teamsEnsure all activities align with regulatory requirements and company standardsQualificationsBachelor's degree is requiredMinimum of five years of experience in wealth management industryExperience of five years in business developmentCFP, CPA, or JD certification(s) preferredStrong relationship management skillsExcellent communicator