Wealth Management Officer

Wealth Management OfficerThe 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 fieldsUnderstanding of trust services including administration, tax, and investmentsStrong relationship building skillsExcellent problem-solving skillsAbility to travel using a company-supplied vehicleMotivated and self-starter mentalityStrong team playerExcellent communication skillsBachelor's degree5+ years of related sales experienceWealth Management Officer Responsibilities:Develop and maintain an active network of referral sources with an active pipeline to ensure annual goals are metAchieve annual sales goalsAccurately complete the necessary paperwork for onboarding new accounts, participate in regular sales meetings as directed by management, and complete sales incentive documentationThis 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.