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Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture solutions, deliver investment research and due diligence, partner with wealth team on trust administration and private banking needs, and develop new business while maintaining client relationships.

Serve as primary relationship manager for ultra high net worth clients, coordinating the Ascent team to deliver services, identify and close new and expanded wealth management opportunities, represent the business in the region, and drive client growth and retention.

Partner with a Senior Advisor to solicit, develop, manage, and retain PWM client relationships. Support business development, client engagement, and practice goals while honing product technical skills, delivering client-facing support, and helping achieve sales and revenue targets. Requires NMLS registration and background/credit checks.

Work with Private Wealth Advisors to bring new ultra-high-net-worth clients (generally $10M+) into Private Wealth Management. Lead client discovery, estate, tax, business succession, fiduciary and philanthropic planning, coordinate with internal and external advisors, and drive business development within the assigned market.

Retain and grow medium to large high-net-worth client relationships by building a team of banking, trust, and investment professionals, providing expert counsel on complex wealth and relationship issues, driving business development, and ensuring regulatory compliance including NMLS registration and background/credit checks.

Advise High and Ultra High Net Worth clients on wealth, estate planning, investments, banking, credit, insurance, and fiduciary services. Identify, close, and deepen relationships, grow business through internal and external sales, coordinate specialists, and act as a community-facing strategic partner. Maintain required NMLS registration and meet regulatory/background requirements.

Provide comprehensive, goals-based wealth planning—lifestyle, protection, philanthropic, tax, business transition, and estate planning. Use planning software and customizable deliverables to build tailored solutions, partner with relationship teams to support new client opportunities, and work directly with clients or alongside senior team members.

Manage and grow medium-to-large high-net-worth client relationships, lead a team of banking, trust, and investment professionals, provide complex wealth management advice, ensure regulatory compliance (including NMLS registration), and drive business development and client retention.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment, insurance and trust solutions, constructing tailored portfolios, delivering market and investment insights, conducting due diligence, and partnering with internal teams to grow client relationships and referrals.

Advise affluent clients on investment planning and insurance, construct goals-based portfolios using bank and open-architecture products, perform research and due diligence, support portfolio management, trust administration and new business development.