Senior Private Wealth Advisor — Holistic Wealth Growth

A major financial institution is seeking a Private Wealth Advisor to identify and deepen client relationships. This role requires a strong foundation in wealth and estate planning, banking, and trust services, alongside at least eight years of experience in managing High and Ultra High Net Worth clients. Ideal candidates will possess strong relationship management and networking skills, with a preference for those holding professional designations like CFA or CFP. Compensation includes a salary range of $126,820 to $149,200 along with comprehensive benefits. #J-18808-Ljbffr