Private Wealth Advisor
: Job Details :

Leads the relationship team for high-net-worth clients with $2 milllion in investable assets and maintains overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Portfolio Managers, Trust Officers, and Private Bankers to assess client's current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short-term and long-term needs of the client based on the analysis. Responsible for leading the development of sales strategies to grow client base. Promote the full array of capabilities offer by the Bank to current and new clients. Identify opportunities for deepening client relationships by proactively vetting the client's book, including assets in other organizations, to further consolidate client liquidity with Cadence (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, etc. Responsible...Wealth Advisor, Wealth, Private, Financial Planning, Advisor, Client Relations, Banking