Title: WEALTH MGMT ADVISOR - C
Requisition #: 88988
Employment Type: Regular
Full or Part Time: Full-time
FLSA Status: Exempt
Division Investment Advisors
Posted Date: 11/4/2009
Requirements
GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures ser...
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Employment Type: Regular
Full/Part Time: Full-time
Division: Division Investment Advisors
Job Description: GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to en...
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