PWM Private Wealth Advisor

• Identifying, closing, and deepening client relationships
• Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
• Growth through internal and external sales and development of new client relationships within PWM
• Acting as a conduit for Private Wealth Management's strategic partners in the region

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients

Professional designation such as CFA or CFP is preferred

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law