Wealth Advisor - Healthcare

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_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ _Accessibility_ _(accommodation requests only; other inquiries won't receive a response)._Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.

Typically manages a portfolio of medical physicans or attorneys with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more than 50% in Deposits OR ≥$1.5MM and <$3MM in revenue and less than 50% in Deposits.

The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.

The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from...

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