Investment Advisor

JOB FUNCTION :

The Investment Advisor is responsible primarily for developing new business client relationships, providing advice and servicing clients.

DUTIES & RESPONSIBILITIES :

• Sell, market, and develop new relationships in accordance with the investment management philosophy and methodology of 1900 Wealth Management (highly diversified, passive investment strategies through institutional mutual funds and disciplined rebalancing).
• Identify, cultivate, and track new opportunities.
• Maintain existing client relationships through ongoing investment advice and comprehensive financial planning, based on the unique and evolving circumstances related to each client.
• Coordinate banking services and products through Jefferson Bank.
• Participate in marketing outreach, including public relations, communications, and events.
• Operate under the provisions of the Investment Advisers Act of 1940.

MINIMUM QUALIFICATIONS :

Work Experience

Supervisory Experience

Position Includes Driving

Education / Skills / Experience

Equipment / Machines / Software

Competency Requirements

Physical Requirements

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that the employee is responsible for. Duties and tasks may be assigned by the management team based on department and business needs.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M / F / Disability / Protected Veteran Status.

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