Private Wealth Advisor
Phoenixonsite$117K – $217K
Posted today · via Workday
About this role
About the Role: The Private Wealth Advisor serves as a trusted advisor for high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The Private Wealth advisor is responsible for acquiring new clients, retaining, and expanding client relationships through the delivery of comprehensive wealth management, banking, lending, trust, estate planning, and investment solutions. Working in partnership with specialists across the organization, the Private Wealth Advisor provides strategic financial guidance aligned with each client's goals, risk tolerance, and long-term objectives while ensuring exceptional client service and adherence to all regulatory and compliance requirements.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included