UHNW Private Wealth Advisor | Family Office Team

FNBO; Columbus (OH); Vor Ort; USD 95.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Zusammenfassung

FNBO's Private Wealth Advisor team partners with ultra-affluent clients to build, grow and preserve wealth through integrated investment, trust, estate and banking solutions. The role leverages a dedicated team of experts to deliver personalized planning and fiduciary guidance.

The ideal candidate has 10+ years in wealth management, advanced licenses or degrees, and a proven ability to develop new relationships while managing complex client needs in a collaborative environment.

Qualifikationen

• Bachelor’s degree required; MBA helpful.
• 10+ years of experience in the Wealth Management industry.
• Experience in Investment Management, Trust, Estate Planning or Business Succession Planning.
• Ability to provide Investment advice and guidance to highly complex relationships.
• Strong communication and relationship management skills.

Aufgaben

• Advise and deliver long term wealth planning and investment solutions with a team of experts.
• Help families preserve multi-generational wealth with comprehensive service.
• Transform customer needs into relevant product and service offerings.
• Collaborate with Trust, Planning and Investment teams to meet holistic needs.
• Provide personalized education, guidance and fiduciary support.
• Grow and retain Wealth Management relationships to meet segment goals.

Kenntnisse

Relationship management

Client communication

Team collaboration

Financial acumen

Presentation skills

Active listening

Ausbildung

Bachelor’s degree

MBA

CRPC

CFP

CPA

CFA

CWS

CTFA

CFM

JD

Jobbeschreibung

FNBO's Private Wealth Advisor team partners with ultra-affluent clients to build, grow and preserve wealth through integrated investment, trust, estate and banking solutions. The role leverages a dedicated team of experts to deliver personalized planning and fiduciary guidance.

The ideal candidate has 10+ years in wealth management, advanced licenses or degrees, and a proven ability to develop new relationships while managing complex client needs in a collaborative environment.