PWM Private Wealth Advisor

We're looking for a Private Wealth Advisor to help clients identify and achieve their financial objectives. The role requires strong relationship management, networking, and business development skills, with a focus on High and Ultra High Net Worth clients.

Requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience interacting with High and Ultra High Net Worth clients
• Professional designation such as CFA or CFP is preferred

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals