Senior Wealth Management Advisor

Essential Duties & Tasks

• Solicit new business opportunities to help grow the Wealth Management Department’s portfolio of clients.
• Perform as investment agent or trustee or personal representative on behalf of existing and new clients.
• Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship.
• Possess the ability to prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities.
• Maintain and foster communications with customers and employees.
• Administer Wealth Management accounts, review investments, place trades, and make distributions.
• Prepare and gather documentation and reports for various committees.
• Perform related clerical account administrative duties while maintaining compliance.
• Maintain ongoing education to maintain certifications.
• Research, develop, and schedule sales calling schedules while searching for new business opportunities.
• Ensure compliance in BSA, OFCA, Privacy, Information Security, and all other regulations as applicable to the position.
• Stay knowledgeable on the bank’s products and services and look for opportunities to make recommendations to customers based on need.
• Foster the spirit of teamwork in supporting the bank’s goals and mission statement.
• Attend weekly relationship manager meetings.
• Display the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.
• Support a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.
• Actively participate within professional and community organizations.
• Actively network and effectively build relationships internally and externally of the Bank.

Minimum Knowledge, Skills and Abilities

• Bachelor’s degree required.
• Graduate degree (JD, MBA) preferred.
• Professional designee (CTFA or similar).
• 5+ years of demonstrated fiduciary client service/sales.
• Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters.

Working Environment

• Professional Office Environment.
• Some Business Travel is required.