Senior Trust & Wealth Advisor - Client Portfolio Growth

Synovus; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

Synovus is seeking a Trust and Wealth Advisor to manage an existing client portfolio and drive new business through proactive prospecting. You will serve as the primary advisor for your clients, delivering distinctive fiduciary guidance and strategic financial planning.

The role requires a Bachelor’s degree and 10+ years of relevant experience; FINRA licensing may be required. Collaboration with Investments, Insurance, and Treasury teams is essential to meet clients’ financial needs.

Qualifications

• Stand or Walk Regularly required.
• Sit Regularly required.
• Talk and Hear Regularly required.
• Climb, Bend, Kneel, Crouch, Crawl regularly.
• Vision to see objects up close/distinguish colors; peripheral vision.

Responsibilities

• Provide distinctive service to clients and prospects in person and over the phone.
• Manage client portfolios and respond to inquiries; meet the three-ring standard.
• Review transaction reports for accuracy and identify unusual activity.
• Prepare and open New Account Acceptance documents; file in system.
• Conduct annual account reviews and refer clients to other specialty areas.

Skills

Stand or Walk Regularly

Sit Regularly

Talk and Hear Regularly

Climb Bend Kneel Crouch Crawl

Vision and Color Awareness

FINRA Licensing/Certs

Education

Bachelor's Degree or equivalent

Job description

Synovus is seeking a Trust and Wealth Advisor to manage an existing client portfolio and drive new business through proactive prospecting. You will serve as the primary advisor for your clients, delivering distinctive fiduciary guidance and strategic financial planning.

The role requires a Bachelor’s degree and 10+ years of relevant experience; FINRA licensing may be required. Collaboration with Investments, Insurance, and Treasury teams is essential to meet clients’ financial needs.