Apply on Employer Site

Cadence Bank · 2 weeks ago

Private Wealth Advisor II

Atlanta, GA

Full-time

Onsite

Senior Level, Lead/Staff

12+ years exp

Cadence Bank is a financial services organization focused on providing tailored wealth management solutions. The role involves developing customized wealth plans for high-net-worth clients, managing relationships, and leading sales strategies to grow the client base.

Banking

Responsibilities

Leads the relationship team for high-net-worth clients with $2million+ in investable assets and maintains overall responsibility for assuring the client has access to all resources and solutions of the firm

Work closely with Portfolio Managers, Trust Officers, and Private Bankers to assess client's current financial situation, goals, and objectives to determine solutions through the financial planning process. Prioritize short-term and long-term needs of the client based on the analysis

Responsible for leading the development of sales strategies to grow client base. Promote the full array of capabilities offered by the Bank to current and new clients

Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions

Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Cadence (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, etc

Leads client relationship review discussion with broader team and internal partners. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved

Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable

Maintain strong partnerships with internal partners and external centers of influence to drive new business opportunities and identify ways to coordinate efforts to address client / prospect needs

Qualification

Wealth management strategiesHigh-net-worth client relationshipsSales experienceFinancial planningInvestments expertiseBanking expertiseFiduciary expertiseTeam coordinationClient relationship managementPartnership buildingSales strategy developmentClient needs assessmentClient retention strategiesPipeline managementRevenue goal achievementClient experience deliveryNetworking skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree and a minimum of 12 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 18 years' higher education and/or work experience, including a minimum of 8 years' sales experience in the high-net-worth and/or ultra-high net worth client segment

Prior experience managing complex high-net-worth client relationships

Deep expertise in planning, investments, banking, or fiduciary

Proven track record of implementing wealth management strategies with clients

Preferred

Securities licensing, CFP, CTFA, CPA designation

MBA (Master's degree in Business Administration) or JD (Juris Doctor)

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees