PWM Private Wealth Advisor

Manage and grow medium-to-large high net worth client relationships by driving retention, providing counsel on complex wealth management matters, and meeting client needs across banking, trust, and investment offerings. Build and lead a team of Banking, Trust and Investment professionals around each client while using strong relationship management, business development, analytical thinking, and clear communication to deliver expert advice in all areas of wealth management. Hybrid schedule with an in-office expectation of 3+ days weekly.