WEALTH MGMT ADVISOR - C

Apply by eMail:15333940.185@jobfrenzy1.com

Description:
GENERAL FUNCTION: Serves as coordinator and trusted advisor for client relationships with more than $1MM in investable assets to ensure the Private Bank experience is delivered. Assembles and collaborates with a customized team of specialists to consistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client's goals. Ensures service standards including execution and delivery are achieved. This position is paid via a commissioned basis.

DUTIES AND RESPONSIBILITIES:
SEE ACTUAL JOB DESCRIPTION FOR ALL DUTIES AND RESPONSIBILITIES
Sales
* Prospects for clients in a New Business Development capacity by sourcing and building own pipeline of clients / opportunities.
* Targets and profiles clients who drive sales results in AUM, Brokerage, Private Bank, Insurance, Wealth Planning, Equity Risk Management.
* Effectively profiles client and identifies needs for LOB referrals and cross selling.
* Demonstrates highly developed sales client contact and relationship management skills.
* Obtains new clients through detailed, targeted business plans.
* Earns referrals from clients and Centers of Influence (COI) including the Commercial Division and 3rd party advisors (e.g. Attorney, accountant).
Client Experience
* Coordinates client relationship to ensure the Private Bank experience is delivered.
* Delivers advice-based solutions based on the value ladder and the FTBP story following our Life 360 processes in a consistent manner.
* Identifies, assembles and collaborates with a customized team of specialists to deliver high-quality client service.
* Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
* Delivers advanced planning techniques through knowledge of complex investment products and services.
* Coordinates and collaborates with client third party advisors (e.g., attorney, accountant).
* Partners and leverages internal and external service providers to optimize effectiveness and efficiency.
* Resolves problems as primary contact for client issues.
* Provides client with current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.
* Develops and executes an annual account plan appropriate for the service standards, including conducting quarterly/annual reviews and leveraging the appropriate specialists to ensure client needs are being met.
* Challenges and collaborates with the client to articulate and achieve their goals.
* Manages overall profitability of client relationship.
* Ensures process information recorded timely in CRM regarding status and activities.
* Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.
* Coordinates as primary point of contact for COI within Bank.
* Demonstrates a superior ability to gather information, assesses alternatives, and makes sound recommendations while mitigating risk.
* Leads the 90-day client on-boarding process.
* Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
* Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.

SUPERVISORY RESPONSIBILITIES: None

Requirements:
KNOWLEDGE and SKILLS REQUIRED:
* BS/BA Business Administration, Finance, Economics is preferred.
* Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required.
* Completion AWMA certification within 18 months is required.
* CFP is preferred and CFA is encouraged.
* Brings a minimum of 8 years of successful sales/client service experience in financial services industry.
* Expands knowledge with current trends in Wealth Management and works with specialists to keep up-to-date on products and services.
* Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills.
* Uses effective problem solving and analytical skills.
* Represents Private Bank within local community organizations.
* Provides a professional presence within professional and community organizations.
* Computer / Technical: Ability to use all Microsoft Office software including: Word, Excel, Power Point and Ac.


Education: Not Specified

Experience: Not Specified

Travel: None

Apply by eMail:15333940.185@jobfrenzy1.com

Job Created: Sat Oct 17 2009 04:27:22 AM
Last Modified: Sat Oct 17 2009 04:27:22 AM