Wealth Advisor II

About the role

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Responsibilities

• Serves as client’s primary point of contact.
• Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts.
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances.
• Implements FFB asset allocation strategies for new and incremental assets within client accounts.
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee.
• Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects.
• Utilizes financial planning to drive client retention and acquisition.
• Serves on the FFB Investment Committee as client advocate and strategy consultant.
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

Requirements

• Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity.
• Relationship management experience with clients is required.
• Demonstrated knowledge and use of financial planning software.

Qualifications

• Knowledge of investment solutions, risk management, asset allocation and program design.
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients.
• Bachelor’s degree in Business or other related field of study.
• CFA/CFP preferred.
• Demonstrated commitment to professional development.
• Demonstrated knowledge of industry practices and regulations.

Skills

• Business development experience is a plus.

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Pay

$74,000/annually to $100,000/annually

Schedule

N/A