Private Wealth Advisor III or IV

Synovus-posted 9 months ago
Full-time • Mid Level
Sarasota, FL
Credit Intermediation and Related Activities
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

The Synovus Private Wealth Advisor collaborates with a team of wealth management advisors. Team members manage a portfolio of high net-worth clients and develop new Private Wealth Management (PWM) relationships. They recognize the importance of every client interaction and consistently deliver a proactive client experience. This involves understanding clients' needs and offering solutions that meet or exceed their priorities. Team members follow a disciplined financial planning process: Understand clients' priorities. Assess the current state. Leverage the PWM team. By adhering to this process, they ensure comprehensive and personalized wealth management for their clients.

  • Primarily responsible for the efficient management and development of a portfolio of high net-worth relationships.
  • Develops and manages complex, full service, integrated relationships for Private Wealth Management, including overseeing loan portfolios and financing initiatives.
  • Develops sustainable, long-term solutions to fulfill the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate.
  • Delivers a holistic Wealth Management experience by specifically identifying and addressing the client's priorities and appropriately engaging the subject matter experts in Synovus Private Wealth Management.
  • Typically focuses majority of time on core banking and lending activities (administrative, regulatory, transactional) while delivering a client experience that demonstrates understanding of the client's needs and proactive thinking about wealth management issues, opportunities and solutions.
  • Helps educate clients with the knowledge required to make sound decisions around their goals and objectives.
  • Follows a structured process for delivering a distinguished client experience by conducting regular Relationship Assessment Reviews.
  • Actively and positively participates in Private Wealth Management team interactions, partnering with the team's subject matter experts on behalf of the client.
  • Analyzes financial and credit needs of the customer and provides recommendations of appropriate company products/services.
  • May approve loans and terms within authorized limits, conferring with management on larger or more complex loans.
  • Stays actively involved in the community, networking to identify and capitalize on new business development opportunities.
  • Aspires to highest regulatory ratings; meets all compliance requirements.
  • May orient, train and review the work of less experienced relationship managers.
  • Each team member is expected to be aware of risk within their functional area and raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Bachelor's Degree in Business Administration, Finance, Accounting, or related discipline or an equivalent combination of education and experience.
  • 5 -7 years job-specific banking experience.
  • Series 7; Series 66 (or both Series 63 and 65) Licenses; Variable Annuity License; State Life, Accident and Sickness License (obtain within 12 months of assuming role).
  • Successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT).
  • CFP or CHFC designation.
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service