Medical Wealth Advisor

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

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.

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 time to time.

• 1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms.
• 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
• 3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
• 4. Act as "face" of private practice within Legal or Medical firm relationship teams for assigned firms or practices.
• 5. Identify and "right channel" opportunities for clients and prospects—deliver the comprehensive resources of the bank.
• 6. Coordinate and lead the WRAP process for advice delivery—hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
• 7. Document all client interactions via CRM system.
• 8. Establish consistent visibility within local legal or medical markets via event attendance.
• 9. Participate in campaigns or volunteer at committee level within non-profits in local market.
• 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
• 11. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
• 12. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. Bachelor’s Degree
• 2. 7 or more years of lending or relationship management experience in the financial services industry
• 3. FINRA:
  Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this…