Basic Qualifications -Typically has a Bachelor’s degree and over eight years of experience in Wealth Management Private Banking -Series 6-63 or Series 7-63 licenses Preferred Skills/Experience -Master’s degree preferred -Additional professional designations, such AWMA, or CFP -Advanced competency in Financial Planning, with a significant understanding of Wealth Products and offerings -Demonstrated expertise in ability to engage in wealth discussions with clients to drive significant increase in book of business, establishment of significant Centers of Influence both internally and externally to drive revenue If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.