Private Wealth Advisor III or IV

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• Primarily responsible for the efficient management and development of a portfolio of high net-worth relationships. The minimum target client has income plus liquidity equal to or greater than $750k.
• Develops and manages complex, full service, integrated relationships for Private Wealth Management, including overseeing loan portfolios and financing initiatives.
• Develops sustainable, long-term solutions to fulfill the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate; assists in providing advice and counsel, as relevant, in areas of banking and lending services, personal trust and estate services, investment management, insurance services, and retirement planning.
• Delivers a holistic Wealth Management experience by identifying and addressing the client's priorities and appropriately engaging the subject matter experts in Synovus Private Wealth Management.
• Typically focuses the majority of time on core banking and lending activities (administrative, regulatory, transactional) while delivering a client experience that demonstrates understanding of the client's needs and proactive thinking about wealth management issues, opportunities and solutions.
• Helps educate clients with the knowledge required to make sound decisions about their goals and objectives.
• Follows a structured process for delivering a distinguished client experience by conducting regular Relationship Assessment Reviews (current state of client's priorities, client loyalty, and proactive strategies and solutions development).
• Actively and positively participates in Private Wealth Management team interactions, partnering with the team's subject matter experts on behalf of the client.
• Analyzes financial and credit needs of the customer and provides recommendations of appropriate company products/services.
• May approve loans and terms within authorized limits, conferring with management on larger or more complex loans; monitors existing loan portfolios to detect unfavorable trends and ensure conformity with terms.
• Stays actively involved in the community, networking to identify and capitalize on new business development opportunities.
• Aspires to highest regulatory ratings; meets all compliance requirements.
• May orient, train and review the work of less experienced relationship managers.
• Each team member is aware of risk within their functional area, observing all policies, procedures, laws, regulations and risk limits; they raise and report known or suspected violations in a timely fashion.
• Performs other related duties as required.

The information on this description is intended to indicate the general nature and level of work performed by employees within this classification. It is not designed to be a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment.

• Bachelor's Degree in Business Administration, Finance, Accounting, or related discipline, or an equivalent combination of education and experience.

• 5-7 years job-specific banking experience

• Series 7;
  Series 66 (or both Series 63 and 65) Licenses;
  Variable Annuity License;
  State Life, Accident and Sickness License (obtain within 12 months of assuming role).
• Registration with the Nationwide Mortgage Licensing System (NMLS) and issuance of a unique identification number in compliance with the SAFE Act; registration must be completed within the timeframe after initial employment and includes a nationwide fingerprint check.

• Private Wealth Management experience
• Demonstrated knowledge of investments and financial markets
• Thorough understanding of key planning issues affecting affluent and high net worth individuals
• Demonstrated competency and experience in developing and providing effective personal and business solutions in situations of diverse scope and complexity
• Strong lending and credit experience
• Ability to communicate effectively and ask difficult personal questions
• Broad and in-depth knowledge of retail banking operational policies, Federal, State and other banking regulations and compliance requirements
• Broad and in-depth knowledge of banking products including lending, deposits and investment areas
• Proficient in related banking software and Microsoft Office including Word, Excel, Power Point

• CFP or CHFC designation

• Mid-Senior level

• Full-time

• Finance and Sales