Senior Investment Advisor

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The Senior Investment  Advisor is responsible for developing new client relationships, independently providing investment advice and servicing a broad range of clients. This position collaborates with other advisors and other functional areas within 1900 Wealth and Jefferson Bank including Portfolio Management, Operations, Alternative Investments, Trust, and Private Bank to deliver excellent service and value to the client and support the objectives of 1900 Wealth and Jefferson Bank.

This position will involve supervisory and / or career development responsibilities for junior advisors. The position will primarily work in their assigned geography and will support other geographies as needed.

• Independently sell, market and develop new relationships in accordance with the investment management philosophy and methodology of 1900 Wealth Management.
• Identify, cultivate and track new opportunities.
• Maintain existing client relationships through ongoing investment advice and comprehensive financial planning, based on the unique and evolving circumstances related to each client.
• Perform lead/primary advisory role for large clients, including foundations.
• Perform secondary advisory role in support of other advisors, as needed.
• Effectively collaborate across the 1900 team and Jefferson Bank to support client relationships and opportunities.
• Support alternative investment initiatives.
• Demonstrate a strong working knowledge of operations including performance reporting, custodial relationships, trading and any function related to managing and reporting on accounts.
• Function as a leader within 1900 and Jefferson bank.
• Perform supervisory work, including the management / leadership of direct reports.
• Support the career development of Junior Advisors.
• Participate in marketing outreach, including public relations, communications and events.
• Operate under the provisions of the Investment Advisors Act of 1940.
• Perform other duties as assigned.

• 15 years experience as an Investment Advisor, with demonstrated results in business development and investment management specifically private equity and alternative investments preferred.
• Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families.

• Prior supervisory experience, preferred.

• Bachelor’s Degree from an accredited college or university.
• Accounting, Finance or Economics preferred.
• CFA or CFP preferred.
• Series 65 license or obtain within 90-days of employment.

• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint);
  Adobe experience preferred.
• Experience with various portfolio accounting and reporting, and CRM systems.
• Ability to operate standard office equipment.

• Ability to take initiative and be a self-starter.
• Ability to work well under pressure and remain professional.
• Networking, business development and selling acumen.
• Excellent written and verbal communication, and interpersonal skills, with demonstrated ability to deliver exceptional client service.
• Professional presentation skills and demeanor. Comfortable speaking with groups of people
• Strong analytical and problem-solving skills.
• Proven organizational skills, with the ability to multitask in a calm manner, meet deadlines, and follow tasks through to completion.
• Positive attitude and focus on teamwork and collaboration.
• Proactive and creative approach to meeting client and department needs.