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Senior Private Wealth Advisor in Milwaukee, WI at PointOne Recruiting Solutions

Date Posted: 3/10/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Milwaukee, WI
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    3/10/2019

Job Description

Category: Banking & Financial ServicesJob Location: Milwaukee, WI

The Private Wealth Advisor will act as the primary point of contact for the prospect and client relationship. This sales and relationship management role will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience. The Senior Private Wealth Advisor will demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific needs.  Utilizing an advisory-based financial planning approach, the Private Wealth Advisor will lead and manage prospect opportunities and client relationships and coordinate an integrated team of subject matter experts to craft and execute creative solutions for the client.

Effectively expand client relationships to grow revenue to achieve sales targets through increasing share of wallet through the acquisition of increased  investment, loan , deposit, financial planning , mortgage or client centered services.

Expand banking and investment services to affiliated family members, friends or advisors.

Seek introductions and referrals from client to grow your business practice.

Plan client calls effectively and systematically and monitor client base for opportunities to leverage existing relationships. Ensure all client experience standards are met and that clients are tiered properly and proactive outreach is met.

Qualifications

Knowledge & Experience:

10+ years of experience in dealing with HNW clients and equivalent knowledge base.
Equivalent knowledge base can include but is not limited to, CFP designation or intent to pursue, with experience as a practicing financial planner a plus
Broad knowledge of all facets of wealth management.
Thorough knowledge of Bank products, services and capabilities.

Education:

Bachelor’s Degree Required.
MBA, CPA, CTFA, and / or JD or equivalent experience is a plus.