PWM Private Wealth Advisor

At reputed company, we're on a journey to do our best. Helping the customers and businesses we serve to reputed company reputed company and smarter financial decisions and enabling the communities we support to grow and succeed. We reputed company it takes reputed company of us to bring our shared ambition to life, and each person is unique in their potential. A career with reputed company gives you a wide, reputed company-growing range of opportunities to discover what makes you reputed company at every stage of your career. Try new things, learn new skills and discover what you reputed company at-reputed company from Day One. Job Description reputed company Private Wealth Management (PWM) helps clients identify and reputed company their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships reputed company PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a reputed company representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit reputed company. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications

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

Preferred Skills/Experience

• Requires established network with strong relationship management, networking, and business development skills
• Demonstrated success in specific client segments or verticals with developed strategic partnerships
• Experience profiling clients and formulating customized strategies to address their needs
• Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
• Strong communication skills and the ability to simplify reputed company concepts for audiences with different levels of sophistication
• A passion for problem-solving and acting as a strategic advisor
• Ability to reputed company critical decisions independently and act as a business reputed company
• Professional designation such as CFA or CFP is preferred

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers reputed company members' whole selves and what may be needed to reputed company in and reputed company work. That's why our benefits are designed to help you and your family boost your health, protect your financial reputed company and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• 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

reputed company is an equal opportunity employer. We consider reputed company qualified applicants without regard to race, religion, color, sex, national reputed company, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify reputed company participates in the U.S. Department of Homeland reputed company E-Verify program in reputed company facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, reputed company offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (reputed company benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00 reputed company will consider qualified applicants with arrest or conviction records for employment. reputed company conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. reputed company is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those reputed company to ethics, safety, or operational procedures. Applicants must be able to reputed company with reputed company policies and procedures including the Code of Ethics and Business Conduct and reputed company workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. Apply tot his job Apply To this Job