Wealth Management Advisor

Responsibilities Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities Utilizes Life360 Discovery process to profile clients and identify their needs Acts as a Core Team Member to identify opportunities with new and existing bank customers Demonstrates proficiency in consultative and advice-driven sales Develops and strategically executes personal business plan to achieve defined revenue and business objectives Collaborates with a customized team of specialists to deliver high-quality client service Ensures service standards and metrics are met based on needs and risk management Coordinates and collaborates with client third party advisors Leads the 90-day client on-boarding process Acts as primary point of contact for client advisors within the Bank Requirements Bachelor's degree or equivalent work experience required Business Administration, Finance, or Economics is preferred CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. Minimum of 5-7 years of successful sales/client service experience in financial services industry Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines. Stays abreast and informed of regulatory and governmental changes that impact clients. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions. Uses effective problem solving and analytical skills. Ability to use software including: Word, Excel and PowerPoint, CRM or related systems. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). #J-18808-Ljbffr Jobtailor