Private Wealth Advisor II

Apply for the Private Wealth Advisor II position at Cadence Bank
.

• Develop and execute customized wealth plans for high-net‑worth clients and families, leveraging the full breadth of the organization’s capabilities. Accountable for a revenue goal through acquisition of new clients and expansion of the book of business.
• Lead the relationship team for high-net-worth clients with $2 million+ in investable assets, ensuring access to all firm resources and solutions.
• Work closely with Portfolio Managers, Trust Officers, and Private Bankers to assess clients’ financial situations, goals, and objectives, prioritizing short‑term and long‑term needs through the planning process.
• Lead development of sales strategies to grow the client base and promote the full array of bank capabilities to current and new clients.
• Manage pipeline and activities to maintain an adequate number of prospect opportunities, moving them through the sales cycle to meet sales goals and deliver specific solutions.
• Identify opportunities to deepen client relationships by vetting client portfolios, consolidating liquidity, and introducing value‑add solutions such as credit, planning, and fiduciary services.
• Lead client relationship reviews with the broader team and internal partners, ensuring client goals and objectives are achieved on an ongoing basis.
• Coordinate team communication and activities, recommending ideas, suggestions, and alternative wealth solutions through a team of specialists.
• Maintain strong partnerships with internal partners and external centers of influence to drive new business opportunities and address client or prospect needs.

• Bachelor’s degree and a minimum of 12 years of sales experience in financial services, or in lieu of a degree, a combined minimum of 18 years of higher education and/or work experience.
• At least 8 years of sales experience with high‑net‑worth and/or ultra‑high‑net‑worth clients.
• Prior experience managing complex high‑net‑worth client relationships.
• Deep expertise in planning, investments, banking, or fiduciary services.
• Proven track record of implementing wealth‑management strategies with clients.

• Securities licensing, CFP, CTFA, CPA designation.
• MBA (Master’s in Business Administration) or JD (Juris Doctor).

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industry: Banking

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the “Know Your Rights” notice from the Department of Labor.