Associate Private Wealth Advisor - Twin Cities Eastern Suburbs

Responsibilities

• Manage a portfolio of client relationships: Including, but not limited to regular client meetings to review and update client goals, financial information, and investments.
• Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
• Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
• Provide Advice To Clients Through Financial Planning
• To address the client’s personal goals and objectives while collaborating with our dedicated financial planning team as needed.
• Possess strong relationship building skills including verbal and written communication skills.
• Possess excellent sales and closing skills.
• Must possess working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals.
• Work closely with Private Bankers to deliver a team-based approach to developing and expanding wallet share with existing and prospective wealth relationships.
• Develop partnerships with centers of influence outside of the bank.
• Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle: Consistently researching and developing subject matter expertise to consult clients appropriately.
• Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.

Qualifications And Education Requirements

• Bachelor’s degree in Finance, Business, or related field, preferred.
• 3 years of retail or institutional wealth/investment experience preferred.
• Must possess strong relationship building skills including verbal and written communication skills.
• Possess excellent sales and closing skills.
• Series 6 or 7 licenses to sell brokerage products.
• State Life and Health Insurance Licenses, preferred.
• CFP, MBA, or Professional designation(s) preferred.
• Ability to build and develop a robust sale pipeline.