Wealth Advisor II - Private Bank

Location: Flint, Michigan, United States; office-based.

Company

Commercial banking organization providing private banking and wealth management services.

What you will do

• Develop, deliver, and manage wealth plans for high- and ultra-high-net-worth clients.
• Build relationships with existing and prospective clients and coordinate specialists to fulfill wealth plans.
• Focus on capturing assets under management, loans, and deposits.
• Acquire new business through community involvement and relationships with external centers of influence.
• Provide client service, retain relationships, and deepen connections across business segments.
• Manage moderately to highly complex relationships while meeting compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least 3 years of experience in wealth management, financial advisory, sales, or relationship management involving banking, investment management, or insurance products and services for high- or ultra-high-net-worth clients.
• Knowledge of key compliance and regulatory requirements.
• If applicable, registration and additional qualifications may be required under the SAFE Act and Truth in Lending Act for Mortgage Loan Originator or Loan Originator responsibilities.

Nice to have

• Securities and life insurance licenses.
• Demonstrated success working with high-net-worth clients.
• Strong client relationship-building skills.
• Excellent written and verbal communication skills.
• Ability to multitask.

Culture & Benefits

• Full-time office-based workplace arrangement.
• Exempt position not eligible for overtime pay.
• Equal opportunity and tobacco-free hiring practices.