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Senior Wealth Advisor
As a Senior Wealth Advisor, you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust, and planning solutions. We offer a competitive compensation and benefits package and the opportunity to lead in a collaborative environment, as well as to be a part of our growth strategy in your market.
If you want an opportunity to represent an organization with a 172-year history of successfully providing advice-based financial solutions, this would be a great fit for you!
Position Competencies
Successful incumbents are action-oriented, have strong banking acumen and peer relationships, negotiate effectively, demonstrate innovative management, are customer-focused, and drive for results. Position Responsibilities:
Sales Management
Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for the assigned market; organize and conduct investment management, estate planning, and trust seminars for communities and individuals to identify prospects for services. Design and implement the sales process by carefully matching specialists to clients; coach selected specialists throughout the process; and keep the sales process, specialists, and advisors on target and on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations, and strategies. Follow-up on all sales leads and calls. Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance business development. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management
Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives, and financial planning. Listen, profile, gather information to assess client needs, biases, and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully established. Demonstrate expertise by managing or working with the client's outside advisors and setting the stage for follow-up sales opportunities. Account Management
Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough. Manage issues effectively by navigating internal concerns to find the best solution for the client; orchestrate the appropriate providers; and address service issues where appropriate.
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Successful incumbents are action-oriented, have strong banking acumen and peer relationships, negotiate effectively, demonstrate innovative management, are customer-focused, and drive for results. Position Responsibilities:
Sales Management
Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for the assigned market; organize and conduct investment management, estate planning, and trust seminars for communities and individuals to identify prospects for services. Design and implement the sales process by carefully matching specialists to clients; coach selected specialists throughout the process; and keep the sales process, specialists, and advisors on target and on schedule. Attract new customers and retain existing customers by developing marketing materials, plan presentations, and strategies. Follow-up on all sales leads and calls. Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance business development. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management
Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives, and financial planning. Listen, profile, gather information to assess client needs, biases, and objectives. Assess opportunities and determine alternatives and solutions to meet client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully established. Demonstrate expertise by managing or working with the client's outside advisors and setting the stage for follow-up sales opportunities. Account Management
Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough. Manage issues effectively by navigating internal concerns to find the best solution for the client; orchestrate the appropriate providers; and address service issues where appropriate.
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