Wage Range: Min: $102,379, Mid: $142,673, Max: $182,968 A Brief Overview The Senior Wealth Advisor delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Leverages advisory experience to handle largest client load and most sophisticated clients. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant through our Broker/Dealer, LPL Financial, LLC.
What you will do - Develops business.
- Manages client relationships.
- Manages one of the larger books of business within AMTS.
- Establishes appropriate investment strategies to meet client objectives.
- Delivers investment performance information to clients.
- Develops internal and external referral sources.
- Reviews and interprets trust documents.
- Completes regulatory account reviews.
- If also serving as a Financial Consultant:
- Maintains registrations in good standing.
- Meets continuing education requirements.
- Fulfills other activities and duties in order to meet the requirements of a "dual employee".
Other Qualifications/Requirements - Trust Accounting Software a plus.
- Bachelor's Degree Finance and minimum 5 years Financial Advisor preferred or equivalent combination of education and experience.
- Master's Degree Business preferred or equivalent combination of education and experience.
- Certified Financial Planner-CFP Board preferred.
- Certified Trust and Financial Advisor (CTFA).
Physical Demands - Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
- Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
- Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Salary Disclaimer The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
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