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Fulton Bank

Lancaster, Pennsylvania

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NexTier Bank

Butler, Pennsylvania

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NexTier Bank

Butler, Pennsylvania

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NexTier Bank

Butler, Pennsylvania

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Wolters Kluwer - Enterprise Legal Management Logo
Wolters Kluwer - Enterprise Legal Management

Nationwide

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Merchants Commercial Bank USVI

U.S. Virgin Islands

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FORTRESS FINANCIAL SERVICES LLC

Los Angeles, California

Penn Community Bank

Perkasie, Pennsylvania

The Bank of Princeton

Philadelphia , Pennsylvania

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Eames Consulting, EA Licence No: 16S8091

Singapore, Singapore

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Bank Street College of Education

Nationwide

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Morgan McKinley

Singapore, Singapore

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Ellenton CPA LLC

Bradenton, Florida

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Ellenton CPA LLC

Bradenton, Florida

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Fairbanks Scales Inc

Overland Park, Kansas

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Ellenton CPA LLC

Bradenton, Florida

American Academy of Orthopaedic Surgeons

Rosemont, Illinois

PER, Private Equity Recruitment

London, United Kingdom

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Dollar Bank

Pittsburgh, Pennsylvania

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Financial Investments Corporation

Chicago, Illinois

Radnor Financial Advisors, LLC

Wayne, Pennsylvania

Confidential

North Bend, Oregon

Radnor Financial Advisors, LLC

Wayne, Pennsylvania

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Wealth Planner Advisor - Private Bank
Job Description The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and clients. He or she will work closely with the Relationship Managers to assist in the acquisition of new clients; retain, expand and deepen existing clients through a holistic and independent approach to the clients' wealth planning needs. The candidate will be required to provide internal training to Relationship Managers and other stakeholders. The candidate will follow up the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.). Profile 10+ years' exp


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