Wealth Management Advisor

JOB OVERVIEW

This role is responsible for developing new wealth management business in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Develop financial plans for “high net worth” wealth management, commercial and retail customers or prospects throughout the corporate footprint. Such plans are to be developed to help customers reach their short-term and long-term financial objectives. The Wealth Management Advisor provides exceptional service and sensible advice.

Wealth Management Advisor provides expert financial advice in the areas of trust, investments, tax planning and private banking. This role develops a portfolio of clientele, including relationships that are: "of high value" and "high visibility" for the corporation, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs). The Wealth Management Advisor works within a team to solicit, develop, service and retain customer relationships.

QUALIFICATIONS AND SKILLS

• 10 or more years of experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management.
• High school diploma or GED required. An advanced degree such as MBA, JD, or professional designations such as CTFA, CFP, CWS, CPWA, etc. is required.
• Knowledge of agency guidelines and industry standards as they relate to banking, investments and wealth management.
• Strong listening and questioning skills.
• Ability to apply critical thinking and problem solving skills along with possessing excellent interpersonal and communication skills.
• Able to adjust approach based on each customer's situation (review potential conflicts, show value of our products and develop trust from customer).
• Demonstrated results in financial sales
• Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
• Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
• Ability to perform complex mathematical computations using various business machines and/or computers.
• Must have proficient typing and computer skills, specifically Microsoft Word and Excel.
• 10 or more years of experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management.
• High school diploma or GED required. An advanced degree such as MBA, JD, or professional designations such as CTFA, CFP, CWS, CPWA, etc. is required.
• Knowledge of agency guidelines and industry standards as they relate to banking, investments and wealth management.
• Strong listening and questioning skills.
• Ability to apply critical thinking and problem solving skills along with possessing excellent interpersonal and communication skills.
• Able to adjust approach based on each customer's situation (review potential conflicts, show value of our products and develop trust from customer).
• Demonstrated results in financial sales
• Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
• Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
• Ability to perform complex mathematical computations using various business machines and/or computers.
• Must have proficient typing and computer skills, specifically Microsoft Word and Excel.

Do you want to hear more?

Colin Mahoney, Sr. Talent Acquisition Specialist

Horizon Bank

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