Private Wealth Advisor Senior

Private Wealth Advisor Senior

Job ID


2025-5695

Category


Wealth Management

Type


Full-Time

Workplace policy


Full Time In Office

Overview

About the Role

The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning and trust services. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then positions those products and services as appropriate. The ideal candidate is always dedicated to recommending solutions that are best suited for the client and meet the highest fiduciary standards, regardless of whether such solutions are offered through City National Bank or an affiliate. A highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations which are essential to the sound business operations of the bank.

What You'll Do:

Consistently meets and exceeds individual and/or team new client and new asset goals, including but not limited to deposit, loans and other, as applicable.
• Independently expands existing relationships and solicits new business through client referrals to meet or exceed the Bank's strategic goals.
• Independently analyzes credit worthiness and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
• Serves as a subject matter expert in the areas of investments with strong knowledge of estate planning, retirement planning and general financial planning.
• Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations
• Ensures production adherence to the Bank's standards of net new asset growth and client and asset retention.
• Ensures regulatory and bank policy compliance in all facets of the jobs.
• Ensures Client profile is updated routinely so investments remain consistent with risk tolerance.
• Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes.
• Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved.
• Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients.
• Meets with Bank's Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning.
• Will also work with RMs to identify and solicit clients that would benefit from the bank's investment, financial and Trust products and services and to introduce clients to RM's for depository services.
• Manages client communications and follow-up with clients.

Qualifications

What you Bring

• 8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management.

• Demonstrates ability to learn and comprehend sophisticated financial planning concepts.

• Superior relationship management and client retention experience.

• Ability to effectively and persuasively position financial services products and solutions in a consultative manner

• Excellent analytical skills, independent judgment and discretion required.

• Strong knowledge of and the ability to present investment, finance, and planning concepts.

• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.

Education

• Bachelor's Degree in Accounting or Finance.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.

Accommodations

If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at View email address on click.appcast.io