Medical Wealth Advisor

Job Title

Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.

Essential Duties and Responsibilities

Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments. Act as "face" of private practice within Legal or Medical firm relationship teams for assigned firms or practices. Identify and "right channel" opportunities for clients and prospectsdeliver the comprehensive resources of the bank. Coordinate and lead the WRAP process for advice deliveryhold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience. Document all client interactions via CRM system. Establish consistent visibility within local legal or medical markets via event attendance. Participate in campaigns or volunteer at committee level within non-profits in local market. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments. Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.

Required Qualifications

Bachelor's Degree. 7 or more years of lending or relationship management experience in the financial services industry. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc. Basic wealth management knowledge. Excellent and proven oral, written and group presentations skills. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.

Preferred Qualifications

MBA. Word, Excel and PowerPoint skills. More than 5 years of credit experience. Successful experience as a client advisor with proven results.