The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
Essential Functions/Responsibilities- Serves as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
- Generates sales leads through cross-function collaboration, centers of influence and personal contacts
- Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
- Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
- Coordinates unique portfolio requirements or client situations with FFB Investment Committee
- Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
- Utilization of financial planning to drive client retention and acquisition
- Serves on the FFB Investment Committee as client advocate and strategy consultant
- Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job- Ten (10) years of successful investment and/or portfolio management experience; experience working with clients with sophisticated investment management and financial planning needs
- Relationship management experience with clients is required
- Knowledge of investment solutions, risk management, asset allocation and program design
- Extensive experience with financial planning software
Preferred Knowledge and Skills- Extensive business development experience is a plus
- Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
- Experience in banking or financial services is preferred
- Bachelor's degree in Business or other related field of study
- CFA/CFP is strongly preferred
- Demonstrated commitment to professional development
- Demonstrated knowledge of industry practices and regulations
Level of Complexity and ScopeDegree of Independence and Decision-MakingRequired Supervisory ResponsibilitiesPhysical Requirements- Occasionally lifts and carries up to 20 lbs
- Frequently lifts and carries up to 10 lbs
- Frequently sits, stands and drives
Development and TrainingPay Range:
$130,000/year to $180,000/year
BenefitsWe have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive EligibilityAll roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
