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The UHNW Financial Advisor serves ultra-affluent clients with investible assets of $5 million or more. Responsibilities include acquiring and retaining clients, developing trusted relationships, providing investment, fiduciary, estate, succession, planning, credit, and banking guidance, and coordinating specialists to deliver holistic wealth solutions. The role also manages business development pipelines, advises on complex financial needs, supports multigenerational wealth preservation, ensures regulatory compliance, and collaborates across Trust, Planning, and Investment teams.

The Sr. Associate, Investments and Planning advises affluent clients on investments, assesses their financial situations, and develops business networks.

Serve as the Hogan loan servicing system expert, resolving escalated production issues, making configuration changes, coordinating vendors/IT, leading medium-to-large projects, gathering requirements, testing, developing reports, training end users, and supporting roadmap and compliance activities.

Lead equity research coverage on public companies, build financial models, author reports, recommend ideas to clients, and maintain relationships with corporate executives.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

Advises ultra-affluent clients with investible assets exceeding $5 million on investment management, fiduciary guidance, financial planning, wealth preservation, succession planning, credit, and banking solutions. Builds and retains wealth-management relationships through prospecting, referrals, networking, and partnerships. Collaborates with trust, planning, investment, and specialty teams to deliver holistic family-office services while complying with bank policies and FINRA, SEC, and BSA/AML regulations.

Processes, keys, and balances customer and bank deposits received by mail using Deluxe/Optima software. Maintains production accuracy, follows established procedures, completes training, and supports process improvements. Ensures compliance with BSA/AML requirements, customer identification and due diligence policies, suspicious activity reporting, and applicable banking regulations. Requires dependable attendance, attention to detail, time management, and professional teamwork in a hybrid work environment.

Advise affluent clients on investment management, fiduciary advice, financial planning, and business succession. Build referral networks, collaborate with internal specialists, develop client relationships, and conduct regular client assessments to determine objectives and risk tolerance.

Advise affluent clients on investment management, fiduciary and financial planning, develop referral networks, partner with internal specialists, originate and grow client relationships, and provide comprehensive solutions while meeting fiduciary standards.