The Private Wealth Advisor 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 services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank or Bci Securities. Also, responsible for the continued counsel and advice for accounts with existing clients. 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.
5-7 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.
Excellent analytical skills, independent judgment and discretion required.
Ability to effectively sell financial services products.
Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Bachelor's degree in Accounting / Finance or equivalent preferred
Special Instructions to Candidates
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCPhere.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail firstname.lastname@example.org.