State Bank
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Wealth Management Advisor
role at
State Bank
Education Undergraduate degree in a related field of study preferred. Working knowledge of investments/securities. Completion of Cannon Trust Schools I, II, and III or equivalent knowledge from other industry training or equivalent experience.
Experience A minimum of five (5) years’ experience in personal trust administration.
Preferred Qualification Demonstrated sales accomplishments in high net worth market; experience as a professional subject‑matter‑expert presenter; JD, CTFA, or CFP; CPA.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Developed interpersonal, communicative, and sales skills with a strong customer focus.
PC skills.
A thorough knowledge of current brokerage regulations.
Visual and auditory skills.
Valid driver's license.
Role and Responsibilities Serve as a recognized fiduciary expert on the relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Execute on client wealth plans by maintaining a high net worth book of business to high professional standards. Actively produce new revenue both as a contributor and individually.
Essential Duties Fiduciary Expertise
Maintain deep expertise in fiduciary, investment, tax, and other related areas
Design and deliver sophisticated fiduciary solutions, using the relationship team model, to high net worth clients with complex financial needs
Trust Administration
Administer complex fiduciary accounts and related agency and IRA accounts
Analyze and interpret legal instruments
Apply sound fiduciary judgement to trust matters individually and within activities of assigned communities
Ensure the retention of business and fulfillment of State Bank’s fiduciary responsibilities.
Compliance
Maintain compliance with all internal policies and procedures as well as regulatory and legal requirements
Mitigate risk on individual book of business
Client Management
Develop and implement relationship service strategies consistent with the SBWM team service model and applicable relationship service standards
Proactively provide professional service to satisfy client needs
Identify and resolve client issues arising in the course of administration of an account
Retain and expand assigned client relationships
Sales
Attain assigned personal sales goal and provide leadership in attainment of team sales goals
Participate in relationship reviews as a fiduciary expert on high net worth teams
Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue
In coordination with team members, present ideas and solutions to clients and prospects
Lead or participate in the closing of new business
Reputation
Meet and engage with clients, prospective clients, attorneys, accountants, consultants, and co‑fiduciaries
Foster close business relationships to develop client loyalty and new business opportunities
Create and execute on opportunities to showcase as subject‑matter‑expert presenter
Enhance State Bank’s reputation with high net worth individuals and their influencers
Leadership
Serve as on‑site business lead for urgent matters in cases where functional management is remote
Support business objectives through active advocacy and behavioral adoption
Foster an atmosphere of communication and collaboration, which includes the ability to inspire and coach employees to deliver on their objectives, and contribute to the success of State Bank’s HNW line of business; Wealth management and Private Banking
As a team player, promote a professional atmosphere that encourages the open expressions of ideas and opinions leading to a successful sales environment
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re‑designed depending upon individual or departmental circumstances.
Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location.
Must be able to remain in a stationary position more than two‑thirds of the time.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Occasionally exposed to high temperatures and low temperatures.
Occasionally exposed to outdoor elements such as precipitation and wind.
Occasionally has to work around noisy environments.
Sedentary work that primarily involves sitting/standing.
Must be able to constantly move objects up to 20 pounds.
Must be able to occasionally move objects up to 50 pounds
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Wealth Management Advisor
role at
State Bank
Education Undergraduate degree in a related field of study preferred. Working knowledge of investments/securities. Completion of Cannon Trust Schools I, II, and III or equivalent knowledge from other industry training or equivalent experience.
Experience A minimum of five (5) years’ experience in personal trust administration.
Preferred Qualification Demonstrated sales accomplishments in high net worth market; experience as a professional subject‑matter‑expert presenter; JD, CTFA, or CFP; CPA.
Preferred Skills
Proficient reading, writing, grammar, and mathematics skills.
Developed interpersonal, communicative, and sales skills with a strong customer focus.
PC skills.
A thorough knowledge of current brokerage regulations.
Visual and auditory skills.
Valid driver's license.
Role and Responsibilities Serve as a recognized fiduciary expert on the relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Execute on client wealth plans by maintaining a high net worth book of business to high professional standards. Actively produce new revenue both as a contributor and individually.
Essential Duties Fiduciary Expertise
Maintain deep expertise in fiduciary, investment, tax, and other related areas
Design and deliver sophisticated fiduciary solutions, using the relationship team model, to high net worth clients with complex financial needs
Trust Administration
Administer complex fiduciary accounts and related agency and IRA accounts
Analyze and interpret legal instruments
Apply sound fiduciary judgement to trust matters individually and within activities of assigned communities
Ensure the retention of business and fulfillment of State Bank’s fiduciary responsibilities.
Compliance
Maintain compliance with all internal policies and procedures as well as regulatory and legal requirements
Mitigate risk on individual book of business
Client Management
Develop and implement relationship service strategies consistent with the SBWM team service model and applicable relationship service standards
Proactively provide professional service to satisfy client needs
Identify and resolve client issues arising in the course of administration of an account
Retain and expand assigned client relationships
Sales
Attain assigned personal sales goal and provide leadership in attainment of team sales goals
Participate in relationship reviews as a fiduciary expert on high net worth teams
Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue
In coordination with team members, present ideas and solutions to clients and prospects
Lead or participate in the closing of new business
Reputation
Meet and engage with clients, prospective clients, attorneys, accountants, consultants, and co‑fiduciaries
Foster close business relationships to develop client loyalty and new business opportunities
Create and execute on opportunities to showcase as subject‑matter‑expert presenter
Enhance State Bank’s reputation with high net worth individuals and their influencers
Leadership
Serve as on‑site business lead for urgent matters in cases where functional management is remote
Support business objectives through active advocacy and behavioral adoption
Foster an atmosphere of communication and collaboration, which includes the ability to inspire and coach employees to deliver on their objectives, and contribute to the success of State Bank’s HNW line of business; Wealth management and Private Banking
As a team player, promote a professional atmosphere that encourages the open expressions of ideas and opinions leading to a successful sales environment
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re‑designed depending upon individual or departmental circumstances.
Physical Requirements
Occasionally ascends/descends stairs to move through the different floors of the location.
Must be able to remain in a stationary position more than two‑thirds of the time.
The person in this position needs to occasionally move about inside the office to accomplish tasks.
Occasionally adjust or move objects in all directions.
Frequently communicates with others to exchange information.
Constantly moves wrists, hands, and/or fingers.
Must be able to assess the accuracy, neatness, and thoroughness of the work assigned.
Occasionally exposed to high temperatures and low temperatures.
Occasionally exposed to outdoor elements such as precipitation and wind.
Occasionally has to work around noisy environments.
Sedentary work that primarily involves sitting/standing.
Must be able to constantly move objects up to 20 pounds.
Must be able to occasionally move objects up to 50 pounds
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