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Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, collaborate with wealth team on portfolio management, trust administration, due diligence, and new business development while maintaining compliance and client relationship management.

Private Wealth Advisor responsible for identifying, acquiring, and deepening high- and ultra-high-net-worth client relationships. Advise holistically on investments, banking, credit, wealth and estate planning, insurance, charitable giving, and fiduciary administration. Drive growth through internal and external business development, coordinate specialist teams, and act as a regional representative for strategic partners. Role requires NMLS registration with background and credit checks.

Advise high and ultra-high net worth clients on investments, wealth and estate planning, banking, credit, insurance, and trust services. Identify, acquire, and deepen relationships through internal and external business development, coordinate specialist teams, and act as regional Private Wealth Management representative. Drive growth and retain clients while ensuring regulatory registration and compliance requirements are met.