Wealth Management Advisor

Responsibilities

• Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients
• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities
• Utilizes Life
  360 Discovery process to profile clients and identify their needs
• Acts as a Core Team Member to identify opportunities with new and existing bank customers
• Demonstrates proficiency in consultative and advice-driven sales
• Develops and strategically executes personal business plan to achieve defined revenue and business objectives
• Collaborates with a customized team of specialists to deliver high-quality client service
• Ensures service standards and metrics are met based on needs and risk management
• Coordinates and collaborates with client third party advisors
• Leads the 90-day client on-boarding process
• Acts as primary point of contact for client advisors within the Bank

• Bachelor's degree or equivalent work experience required
• Business Administration, Finance, or Economics is preferred
• CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date
• The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement.
• Minimum of 5-7 years of successful sales/client service experience in financial services industry
• Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
• Stays abreast and informed of regulatory and governmental changes that impact clients.
• Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
• Demonstrated proficiency in delivery of branded presentations, materials and solutions.
• Uses effective problem solving and analytical skills.
• Ability to use software including:
  Word, Excel and PowerPoint, CRM or related systems.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).