Senior Retirement Services Advisor
About The Position
We’re looking for a motivated Senior Retirement Services Advisor to build lasting relationships in our community and with clients. In this role, you’ll guide clients in achieving their financial goals and objectives through a comprehensive understanding of their estate, income, tax, philanthropic and other planning needs. You’ll also collaborate with key partners and centers of influence to deliver comprehensive financial solutions. What You’ll Do: Day in the Life – You’ll spend each day consulting with clients (individuals, corporations, and not-for-profits) to understand their financial objectives and create personalized strategies to meet those needs. A key part of your role will be developing new business through community engagement, nurturing existing relationships, and working closely with banking and non-banking partners, as well as key community players.
Requirements
- Certified Financial Planner or advanced degree desired
- Proven ability to generate new business revenue
- Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management
- 10+ years’ experience in wealth management
- Strong written and verbal communication skills (writing articles, giving interviews, etc.)
- Ability to maintain confidentiality
- Work effectively with a team
- Ability to deliver educational presentations to internal and external audiences, including clients, prospects, and professional advisors
- Ability to travel as needed
- Driving is a requirement of this position
Nice To Haves
- Bilingual/Multilingual skills
Responsibilities
- Consult with clients (individuals, corporations, and not-for-profits) to understand their financial objectives
- Create personalized strategies to meet client needs
- Develop new business through community engagement
- Nurture existing relationships
- Work closely with banking and non-banking partners, as well as key community players
Benefits
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 25 days paid time off, 11 paid holidays and bereavement leave
- Education Assistance Program
- Paid Parental Bonding Leave
- Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
- Logo wear discounts
- Free checking account, checks and discounted bank services
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
501-1,000 employees
