PWM Private Wealth Advisor

Own the retention and growth of medium-to-large high-net-worth client relationships by building a team of banking, trust, and investment professionals around each client. Serve as a highly seasoned wealth management expert, advising on complex wealth and relationship management needs. Leverage strong business development, networking, analytics, and communication skills, and maintain required NMLS registration under the SAFE Act and Regulation Z, including background and credit checks.