Wealth Management Advisor II

Serve as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve wealth goals through wealth planning, investments, private banking, risk management, and trust services. Build and prospect client opportunities, use the Life360 Discovery process, coordinate a specialist team, and manage client reviews and onboarding. Maintain CRM accuracy, deliver advice-based solutions, collaborate with third-party advisors, and ensure service standards and profitability for client relationships.