Wealth Business Advisor II

Develop and maintain high-net-worth business owner client relationships, serving as the primary point of contact while delivering personalized wealth solutions. Present value through video and in-person sessions, assess client needs via financial planning processes, and coordinate plan implementation with internal and external partners. Meet revenue, profitability, and retention goals by growing new and existing portfolios, managing pipeline in the CRM, and supporting credit and banking solutions with a “perfect client experience.”