Private Bank Wealth Advisor III (Wealth Management)

Location: Winston-Salem, North Carolina, United States; workplace type: Office

Company

hirify.global National Bank provides banking, investment management, lending, deposit, and insurance-related financial services.

What you will do

• Develop, deliver, and manage wealth plans for high-net-worth clients.
• Build relationships with existing and prospective clients while coordinating internal specialists.
• Grow assets under management, loans, and deposits.
• Acquire new business through community engagement and external centers of influence.
• Retain client relationships through high-quality client service and deepen connections across hirify.global business segments.
• Manage relationships of moderate to high complexity and follow applicable compliance and regulatory requirements.

Requirements

• Bachelor’s degree.
• At least 5 years of experience in wealth management, financial advisory, sales, or relationship management involving high- or ultra-high-net-worth clients.
• Experience in banking, investment management, or insurance products and services.
• State life and health licenses must be obtained within 90 days of hire.
• Strong written and verbal communication, relationship-building, and multitasking skills.
• Mortgage Loan Originator or Loan Originator registration and additional qualifications may be required under applicable laws.

Nice to have

• Securities and life insurance licenses.
• Demonstrated success working with high-net-worth clients.

Culture & Benefits

• Full-time office-based role.
• Some positions outside the branch network may offer flexible arrangements combining office and work-from-home time.
• Equal opportunity employer.
• Tobacco-free hiring practice.