Private Client Wealth Advisor III - Omaha in Omaha, NE for Bankers Trust

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Private Client Wealth Advisor III - Omaha

Job Summary: The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting. This role will frequently engage with internal business partners, referral resources and others found to be influential within the community. This position will have revenue growth and new business development sales goals and will work closely with administrative team to consistently exceed client expectations while exceeding relationship management goals.

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