Job Description
One of the largest and oldest financial institutions in the US has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are inviting you for a conversation about this role.
As a Private Wealth Advisor, you are part of the organization’s Private Wealth Management team, helping clients identify and achieve all their financial objectives. We advise clients holistically on wealth and estate planning, investments, banking, credit, real estate, insurance, charitable giving, and fiduciary administration. In addition, we have specialized capabilities in business-sale advisory and pre-transaction planning.
The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning,...