Wealth Management Advisor

Wealth Advisor – Private Banking We are hiring for a Private Bank Wealth Advisor III who serves as the primary client relationship manager, responsible for developing, delivering, and managing high-net-worth clients' Wealth Plans. Duties and Responsibilities: Build relationships with existing and new clients, coordinating with specialists to implement the client's Wealth Plan, with a strong focus on capturing assets under management, loans, and deposits. Self-acquire new business by being active and well-connected in the community and with external centers of influence. Provide exceptional client service to retain and grow client relationships. Collaborate with colleagues across business segments to deepen client engagement. Manage client relationships of moderate to high complexity. Maintain knowledge of and compliance with regulatory requirements. Perform other duties as assigned. Basic Qualifications: Bachelor's degree. Minimum of 5 years of wealth management, financial advisory, sales, or relationship management experience in banking, investment management, or insurance products and services for high or ultra-high-net-worth clients. Note:

This position may be considered a Mortgage Loan Originator under the SAFE Act and a Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications are required. Preferred Qualifications: Securities and life insurance licenses. Demonstrated success working with high-net-worth clients. Proven ability to build and maintain strong client relationships. Excellent written and verbal communication skills. Strong ability to multi-task and manage priorities. CIMA Consulting Group is an Equal Opportunity Employer Job Type: Full-time Pay: From $83,348.80 per year Benefits: 401(k) Dental insurance Health insurance Retirement plan Work Location: In person