Wealth Advisor

The Private Wealth Management team serves to manage, protect and grow client wealth through team-based advice and holistic financial plans.

Requirements

• Deliver financial advice to a limited number of clients
• Support resource to other wealth advisors on team
• Support the delivery of comprehensive advice and customized wealth management services to clients
• Develop a deep understanding of the financial planning process with clients
• Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits