Wealth Advisor

The Private Wealth Management team serves to manage, protect and grow client wealth through team-based advice, building holistic and personalized financial plans that turn goals into reality and provide peace of mind.

Requirements

• Lead a highly integrated team-based approach to ensure client priorities are at the center of every action
• Deliver financial advice to a limited number of clients
• Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies

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
• Various associate banking benefits