Wealth Management Advisor

Serve as a trusted advisor and client coordinator for Private Bank clients, helping them clarify and achieve wealth goals through investments, wealth planning, private banking, risk management, and trust services. Prospect and develop new client opportunities, use Life360 Discovery to identify needs, and lead onboarding while partnering with specialists. Maintain client service standards, manage relationship profitability, execute client reviews, and ensure CRM documentation and timely problem resolution.