Key Accountabilities

• Drive new business by sourcing and converting high net worth/ultra high net worth prospects through referrals, COIs, and community engagement.

• Manage and grow a portfolio of client relationships, ensuring high retention and satisfaction.

• Lead comprehensive wealth planning strategies, including investments, lending, estate planning, and philanthropy.

• Partner with internal specialists to deliver coordinated, holistic client solutions.

• Conduct regular client reviews, monitor performance, and adjust strategies to meet evolving needs.

• Ensure compliance with fiduciary standards, regulatory requirements, and internal policies.

• Track pipeline activity and client data using CRM tools to support growth and reporting.

Education & Experience

Required:

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)

• 7+ years of experience in private wealth, private banking, or trust/estate advisory

• Proven success in business development, client retention, and relationship management

• At least one of the following licenses or certifications: CFP, ChFC, CWS, CTFA, or FINRA Series 7/66

Preferred:

• Master’s degree in Business, Finance, or related field

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• Retirement savings including both 401(k) and Pension plans. 

• Paid time off to volunteer in your community. 

• Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

• Competitive salaries with professional development and advancement opportunities. 

• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.  

• Personal banking, loan, investment and insurance benefits. 

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.