Private Client Advisor II: Wealth Strategy & Growth

A leading financial institution in Richmond, VA, seeks an experienced banking professional to lead client process management. The role requires over 12 years of experience in private banking and strong client-focused interpersonal skills. Responsibilities include sourcing new clients, providing holistic financial strategies, and advocating for clients' needs. This role offers an opportunity to work in a collaborative environment focused on delivering exceptional client experiences, while also obtaining necessary financial licenses. #J-18808-Ljbffr