Wealth Advisor II — UHNW Client Relationships & Plans

A financial services company is seeking a Private Bank Wealth Advisor II to manage high-net-worth client relationships, develop their Wealth Plan, and drive asset growth. The ideal candidate will have a Bachelor’s Degree, at least 3 years in wealth management, and strong client relationship skills. Key responsibilities include building client relationships, providing exceptional service, and coordinating with specialists. The position offers a mix of office and flexible work arrangements. #J-18808-Ljbffr