Wealth Management AdvisorSB Financial Group Inc. • Fort Wayne, IN, US
Wealth Management Advisor
SB Financial Group Inc. • Fort Wayne, IN, US
30+ days ago
Job type
- Full-time
Job descriptionMaintain 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 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. Maintain compliance with all internal policies and procedures as well as regulatory and legal requirements Mitigate risk on individual book of business 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 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 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 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 Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same. Complies with established operating policies and procedures in order to maintain adequate controls and to support the organization’s adherence to outside regulatory requirements. Communicates with management and staff personnel in order to integrate goals and activities. Responds to inquiries relating to his / her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy. Coordinates departmental tasks with coworkers inside and outside the department in order to ensure an efficient process and the completion of essential tasks needing proper segregation of duties. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; complies information as necessary or as directed and provides date to appropriate bank personnel. 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. 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.
Job Description
Job Description
Education
Undergraduate degree in a related field of study preferred. Working knowledge of investments / securities. Completion of Cannon Trust Schools I, II, and II 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
Trust Administration
Compliance
Client Management
Sales
Reputation
Leadership
Ancillary Duties
Physical Requirements
Must be able to occasionally move objects up to 50 pounds
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Wealth Advisor • Fort Wayne, IN, US
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