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Wealth Advisor

Wealth Advisor

Job Description


In a typical day you will focus on identifying and developing new opportunities to deliver advice and solutions to existing clients, and with new Wealth Management prospects through referrals from centers of influence in the community, other bank lines of business, introductions from existing clients and other sales channels. Using your knowledge of wealth management and private banking services, you will work with Wealth Management team members to expand existing client relationships. You will serve as the primary contact for select high net worth clients.

 


Job Requirements

Bachelor's degree with emphasis in Business Administration, Finance, Economics.

CFP,CFA or CPA preferred.

Experience generally acquired through five or more years sales/client service experience, preferably in wealth management.

Knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques, banking and lending products.

Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities.

Possess proficient interpersonal communication, writing and group presentation skills.

Job Snapshot

Base Pay $85,000.00 - $185,000.00 /Year
Employment Type Full-Time
Job Type Finance, Banking
Education 4 Year Degree
Experience At least 5 year(s)
Manages Others Not Specified
Industry Accounting - Finance, Banking - Financial Services
Required Travel Not Specified
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Wealth Advisor


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