Senior Wealth Advisor

Description 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.

Submit your CV and any additional required information after you have read this description by clicking on the application button.

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, have 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 assigned market; organizing and conducting 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; coaching selected specialists throughout the process; and keeping 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 the business development function.
• Be viewed as an advisor by serving as a resource speaker for related activities.

Client Management

Account Management

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