Wealth Advisors / Private Bankers

Role Overview
We are looking for experienced Wealth Advisors / Private Bankers to support high-net-worth clients with comprehensive wealth management solutions.

Key Responsibilities

• Manage relationships with high-net-worth clients, typically with $1M+ in assets.
• Provide guidance on investment management, loans, deposits, and wealth strategies.
• Develop and maintain strong client relationships.
• Assess client financial goals and recommend appropriate wealth management solutions.
• Collaborate with investment and banking teams to deliver customized solutions.

Preferred Qualifications

• 2–10 years of experience as a Wealth Advisor, Private Banker, Financial Advisor, or Investment Advisor.
• Experience working with high-net-worth clients.
• CFP preferred.
• Relevant FINRA licenses/designations.
• Additional credentials such as CFA or CPWA are a plus.