Private Wealth Advisor

Overview

Develops and executes customized wealth plans for high-net worth clients and families that leverage the full breadth of the organization’s capabilities. Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Ensures proper delivery of the Cadence client experience across relationships, customized to accommodate individual client preferences.

Primary Responsibilities

• Leads the relationship team for high-net-worth clients with $2milllion in investable assets and maintains overall responsibility for assuring the client has access to all resources and solutions of the firm.
• Work closely with Portfolio Managers, Trust Officers, and Private Bankers to assess client's current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short-term and long-term needs of the client based on the analysis.
• Responsible for leading the development of sales strategies to grow client base. Promote the full array of capabilities offer by the Bank to current and new clients.
• Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Cadence (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, etc.
• Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
• Leads client relationship review discussion with broader team and internal partners. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
• Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
• Maintain strong partnerships with internal partners and external centers of influence to drive new business opportunities and identify ways to coordinate efforts to address client / prospect needs.
  
  

Education And Experience Required

• Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high-net-worth and/or ultra-high net worth client segment.
• Prior experience managing complex high-net-worth client relationships.
• Deep expertise in planning, investments, banking, or fiduciary
• Proven track record of implementing wealth management strategies with clients.
• Education and Experience Preferred:
• Securities licensing, CFP, CTFA, CPA designation
• MBA (Master’s degree in Business Administration) or JD (Juris Doctor)
  
  

Qualifications

Education

Required

Bachelors or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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