The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan.
Responsibilities
Act as the client's main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition.
Generate sales leads through collaboration with internal teams, centers of influence, and personal networks.
Gather and analyze personal and financial data to assess the client's financial goals, objectives, and risk tolerance.
Select and implement the Bank's asset allocation strategies aligned with client goals and risk preferences.
Coordinate with the Bank's Investment Committee to address unique portfolio requirements.
Conduct annual investment reviews with clients and provide updates on portfolio strategies.
Utilize financial planning to enhance client retention and drive new business.
Serve as a client advocate and strategy consultant on the Bank Investment Committee.
Ensure compliance with regulatory investment review requirements and department policies for assigned accounts.
Requirements
Seven (7) years of successful investment and/or portfolio management experience
Experience working with clients with complex investment management and financial planning needs
Relationship management experience with clients is required
Knowledge of investment solutions, risk management, asset allocation, and program design
Demonstrated knowledge and use of financial planning software
Preferred Knowledge and Skills:
Business development experience is a plus
Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
Experience in banking or financial services is preferred
Bachelor's degree in Business or other related field of study
CFA/CFP is preferred
Demonstrated commitment to professional development
Demonstrated knowledge of industry practices and regulations
*** Pay: $100,000-124,000 (Compensation can vary depending on experience)