Wealth Management Officer

Wealth Management Officer

The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and trust services.

Wealth Management Officer Requirements:

• Knowledge of investment, trust, and estate planning fields
• Understanding of trust services including administration, tax, and investments
• Strong relationship building skills
• Excellent problem-solving skills
• Ability to travel using a company-supplied vehicle
• Motivated and self-starter mentality
• Strong team player
• Excellent communication skills
• Bachelor's degree
• 5+ years of related sales experience

Wealth Management Officer Responsibilities:

• Develop and maintain an active network of referral sources with an active pipeline to ensure annual goals are met
• Achieve annual sales goals
• Accurately complete the necessary paperwork for onboarding new accounts, participate in regular sales meetings as directed by management, and complete sales incentive documentation

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.