Private Wealth Advisor

About the Role:

The Private Wealth Advisor serves as a trusted advisor for high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The Private Wealth advisor is responsible for acquiring new clients, retaining, and expanding client relationships through the delivery of comprehensive wealth management, banking, lending, trust, estate planning, and investment solutions. Working in partnership with specialists across the organization, the Private Wealth Advisor provides strategic financial guidance aligned with each client's goals, risk tolerance, and long-term objectives while ensuring exceptional client service and adherence to all regulatory and compliance requirements.

The Private Wealth Advisor is responsible for developing and maintaining deep, long-term relationships through proactive engagement, regular financial reviews, and ongoing consultation. The advisor assesses client needs and coordinates customized solutions across banking, lending, investments, trust and fiduciary services, and wealth planning disciplines to deliver an integrated and client-centric experience. Working closely with private bankers, investment advisors, trust officers, portfolio managers, financial planners, and other subject matter experts, the Private Wealth Advisor ensures clients receive holistic advice and access to the full capabilities of the bank.

The advisor conducts comprehensive financial analyses that may include evaluations of cash flow, liquidity, investment strategies, retirement goals, estate planning considerations, and wealth transfer or succession planning needs. Based on these assessments, the advisor develops and presents personalized recommendations designed to help clients achieve their short- and long-term financial objectives. The Private Wealth Advisor is responsible for business development activities that support portfolio growth and market expansion.

This includes cultivating referral networks, leveraging centers of influence, prospecting for new opportunities, and developing strategies to attract high-net-worth and ultra-high-net-worth individuals and families. The advisor is expected to generate new assets, deposits, lending opportunities, and overall revenue while strengthening the bank's presence within the community and target markets. The role requires maintaining exceptional levels of client satisfaction through responsiveness, proactive communication, and a commitment to service excellence.

The advisor is also responsible for ensuring compliance with all applicable banking regulations, fiduciary obligations, risk management standards, and internal policies, while maintaining accurate and timely client documentation, relationship management records, and sales activity reporting. Active participation in community, professional, and industry organizations, as well as collaboration with commercial banking, retail banking, and other business lines, is expected to foster business development opportunities and deliver a coordinated, enterprise-wide client experience.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject…