Description
About the Opportunity
Our client is a respected regional bank with a growing Wealth Management platform focused on delivering highly personalized advice to affluent, high-net-worth, and ultra-high-net-worth individuals, families, business owners, and multi-generational relationships.
Unlike traditional brokerage models, this team operates in a holistic, fiduciary-first environment where Wealth Advisors partner closely with Portfolio Managers, Private Bankers, Commercial Bankers, Trust Officers, Financial Planners, and Estate Specialists to deliver comprehensive wealth solutions.
This is an outstanding opportunity for an experienced fiduciary professional who enjoys serving as the trusted advisor to clients while leveraging the resources of a collaborative wealth management team.
In select markets, advisors will have the opportunity to inherit an established book of business while continuing to grow through internal referral partnerships and external centers of influence.
Position Summary
The Wealth Advisor serves as the primary relationship manager for affluent and high-net-worth clients, coordinating comprehensive wealth strategies across investments, trust, estate planning, tax planning, business succession, private banking, and philanthropic planning.
Rather than operating as a product salesperson, the Wealth Advisor acts as the quarterback of the client relationship, bringing together internal specialists to deliver customized solutions aligned with each client's long-term objectives.
Business development remains an important component of the role, with significant opportunities generated through referrals from Commercial Banking, Private Banking, Trust, and existing client relationships.
Key Responsibilities
- Serve as the primary advisor for high-net-worth and ultra-high-net-worth client relationships.
- Develop comprehensive wealth, estate, trust, tax, business succession, and legacy planning strategies.
- Partner closely with Portfolio Managers, Trust Officers, Private Bankers, Commercial Bankers, and Financial Planners to deliver integrated advice.
- Build long-term relationships with attorneys, CPAs, business owners, family offices, and other centers of influence.
- Deepen existing client relationships while identifying opportunities across the bank's wealth and commercial platforms.
- Collaborate with internal referral partners to convert opportunities into long-term client relationships.
- Deliver an exceptional fiduciary-based client experience built on trust and long-term planning.
Ideal Background
The ideal candidate will come from a bank-based wealth management, fiduciary, or trust advisory environment and possess a strong foundation in holistic wealth planning rather than traditional brokerage sales.
Examples include:
- Trust Advisor
- Senior Trust Advisor
- Fiduciary Advisor
- Estate Planning Attorney
- Wealth Strategist
- Private Bank Wealth Advisor
- Trust Officer
- Senior Estate Officer
- Business Transition Consultant
- Tax or Estate Planning Professional seeking a client-facing wealth advisory role
Professional designations highly valued include:
- CTFA
- JD
- CPA
- LLM
- CFP®
- CIMA®
- CFA (preferred but not required)
Preferred Experience
- Experience serving affluent, high-net-worth, and ultra-high-net-worth clients.
- Trust administration, fiduciary advisory, estate planning, or wealth transfer planning.
- Working collaboratively with attorneys, CPAs, Private Bankers, Commercial Bankers, and investment professionals.
- Business development through professional referral networks and centers of influence.
- Experience within a bank-affiliated wealth management platform is highly preferred.
What This Opportunity Is Not
This position is not designed for advisors whose primary experience has been centered around:
- Retail brokerage sales.
- Insurance product sales.
- Commission-based investment production.
- FINRA-centric advisory platforms.
The organization does not maintain a brokerage platform, and Wealth Advisors are not expected to hold or utilize Series 6, Series 7, or insurance licenses in this role.
Instead, advisors are expected to lead comprehensive fiduciary relationships while partnering with internal investment professionals responsible for portfolio management and implementation.
Why Consider This Opportunity?
- Collaborative, team-based wealth management model.
- Opportunity to inherit an established client base in select markets.
- Strong internal referral network from Commercial Banking, Private Banking, and Trust.
- Fiduciary-first culture focused on long-term client relationships.
- Sophisticated planning environment serving complex client needs.
- Competitive compensation with meaningful upside tied to relationship growth and business development.
- Opportunity to make a lasting impact within one of the Southeast's premier regional banking organizations.
