UHNW Financial Advisor

The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients and prospects seeking to build, grow, and preserve wealth, typically managing investible assets of $5MM or greater. This role involves a team-led approach to support families and business owners with banking, planning, and wealth preservation needs through personalized education and holistic financial solutions. The position requires driving business development, maintaining long-term client relationships, and delivering complex advisory services in alignment with fiduciary standards.