City National Bank · 2 months ago
Private Wealth Advisor Senior
US-FL-Miami
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCity National Bank of Florida is a rapidly growing institution that emphasizes investment in its people and community. The Private Wealth Advisor Senior is responsible for consulting with clients to meet their financial goals through wealth advisory and investment management solutions, while ensuring compliance with regulations and maintaining strong client relationships.
BankingFinanceFinancial Services
Responsibilities
Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable
Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals
Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness
Serves as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, retirement planning and general financial planning
Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations for action through the utilization of non-depository investments and/or fiduciary products and services
Ensures production adherence to the Bank’s standards of net new asset growth and retention
Ensures regulatory and bank policy compliance in all facets of the jobs
Ensures Client profile is updated routinely so investments remain consistent with risk tolerance
Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes
Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved
Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients
Meets with Bank’s Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning
Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services
Manages client communications and follow-up with clients
Qualification
Required
8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management
Demonstrates ability to learn and comprehend sophisticated financial planning concepts
Superior relationship management and client retention experience
Ability to effectively sell financial services products
Excellent analytical skills, independent judgment and discretion required
Strong knowledge of and the ability to present investment, finance, and tax planning concepts
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Preferred
Bachelor's Degree in Accounting / Finance or equivalent work experience preferred
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
Benefits
Health Coverage: Medical, dental, and vision plans with employer contributions.
Retirement Savings: 401(k) with matching, plus additional retirement options.
Paid Time Off & Holidays: Generous PTO and paid holidays.
Wellness Support: Access to mental health and financial wellness resources.
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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Venture Capital Firms
2025-11-08
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