Private Wealth Advisor — Private Banking

Job overview

The Private Wealth Advisor role is full-time and onsite in Louisville, KY. Compensation is not specified. The position supports the client’s Private Wealth Management division, which is expanding its advisor team and working to enhance client experiences. The advisor guides high- and ultra-high-net-worth clients across wealth and estate planning, investments, and banking. The role builds and maintains client relationships, develops new business, and coordinates specialists to shape strategies around client needs.

What you'll do

• Guide clients on wealth and estate planning, investments, and banking
• build and maintain client relationships
• develop new client relationships through internal and external business development
• profile clients and create tailored strategies
• coordinate a team of specialists
• explain complex financial concepts
• and complete required NMLS registration and background and credit checks.

What we're looking for

Skills & competencies

private wealth advisor

private banking

wealth management

estate planning

investments

banking

high-net-worth clients

client relationships

business development

louisville ky

nmls registration

cfa preferred

cfp preferred

Work arrangement

• Weekend coverage required

Why this role

The posting describes two experience thresholds for high- and ultra-high-net-worth clients: 5+ years in one section and 8+ years in another. CFA or CFP designation is preferred.

About the employer

Professions Inc is hiring for this role. Industry: Commercial Banking. Sector: 52.