Wealth Advisor II

Wealth Advisor

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply.

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 :

Seven (7) years of successful investment and / or portfolio management experience; experience working with clients with complex investment management and financial planning needs

Relationship management experience with clients is required

Knowledge of investment solutions, risk management, asset allocation and program design

Demonstrated knowledge and use of financial planning software

Preferred Knowledge and Skills :

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 preferred

Demonstrated commitment to professional development

Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope :

Degree of Independence and Decision-Making :

Required Supervisory Responsibilities :

Physical Requirements : Occasionally lifts and carries up to 20 lbs

Frequently lifts and carries up to 10 lbs

Frequently sits, stands and drives