Wealth Management Advisor

Job Summary –

Responsible for the complete administration and financial planning of relationships that include personal trust accounts, agencies, and IRA. Represents the bank through interactions with customers, attorneys, beneficiaries and CPAs. Oversee the administration of the assigned personal accounts and complete the responsibilities, duties, and terms of the governing account document.

Essential Job Duties –

1. Maintain primary administrative responsibilities and financial planning for an assigned group of accounts that include personal trust accounts, agencies, and IRA. Complete the responsibilities, duties, and terms of the governing account document.
2. Maintain and expand the current book of business through building relationships, providing excellent client service, and maintaining active relationships with business professionals and COI’s through ongoing and regular interactions.
3. Monitor account activity ensuring compliance with established policies and regulations.
4. Contact, advise, and resolve intermediary level problems with clients, beneficiaries, portfolio managers, attorneys, and CPAs.
5. Manage the preparation for client meetings and follow up on actions needed to implement the wealth plan.
6. Assist with the internal wealth planning and investment teams to develop and deliver customized wealth management solutions.
7. Assist in mitigating and managing the bank’s risk inside assigned book of business.
8. Facilitate client transactions, distributions, and other client related requests.
9. Implement financial plans including coordination of estate, insurance, and tax strategies.
10. Work with the bank’s portfolio management team to incorporate clients’ investment strategies with their planning objectives.
11. Review monthly fees for accuracy.
12. Complies with and maintains working knowledge of applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Completes assigned compliance training essential to job function.
13. Punctual and regular attendance is required.

Requirements –

1. Bachelor's Degree
2. 3-5 years of financial advisory service experience
3. Working knowledge of Microsoft Office products: Excel, Word, Outlook
4. Previous client service experience required
5. Possesses active listening and critical thinking skills