Private Wealth Management Wealth Advisor
About The Position
The Private Wealth Management Advisor develops and maintains a portfolio of client relationships in affluent and high-net-worth market segments using unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. The role works with internal partners to deliver wealth products and services, identify relationship growth and asset-retention opportunities, acquire new clients, expand services to existing clients, and provide ongoing solutions for client needs. The position is incentive eligible and requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). It is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime pay.
Requirements
- Bachelor’s degree in business, finance, economics, accounting, or a related field.
- Five years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or a related area.
- Ability to independently manage large client relationships.
- Ability to anticipate client needs and proactively provide solutions.
- Effective relationship management, business development, and presentation skills.
- Effective sales, negotiation, problem-solving, and interpersonal skills.
- Excellent verbal and written communication skills.
- Proven sales experience.
- Strong initiative to be proactive and follow through on client requests.
- Registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Responsibilities
- Collaborate with internal business partners to provide wealth products and services, including financial planning, asset management, personal trust and estate planning, insurance and risk management, consumer and mortgage credit, and general banking services.
- Work closely with internal partners to identify relationship-growth and asset-retention opportunities.
- Acquire new clients and expand services to existing clients to meet revenue growth, profitability, and retention goals.
- Provide guidance and solutions for developing and maintaining client relationships and addressing client needs.
- Continuously assess clients’ financial situations to retain and grow relationships; conduct and manage pre-call and post-call meetings for every call.
- Manage multiple tasks and deadlines, including Know Your Customer (KYC) guidelines, call reporting, and book-of-business management and maintenance.
- Manage risk and compliance needs for the book of business, and use available tools and resources to enhance skills and performance.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health Savings Account
- Flexible Spending Account
- Life insurance
- Parental leave
- Employee Assistance Program
- Associate Volunteer Program
- Formulaic incentive plan with potential to earn incentives based on performance against defined metrics and goals
- Opportunity to participate in the Long Term Incentive Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
