Wealth Advisor III

About the role

This position develops new client relationships through prospecting efforts and coordinates investment management, private banking, and fiduciary solutions for new clients.

Responsibilities

• Develop new business in the assigned region(s) and support other Private Wealth relationships in that region.
• Manage new business pipeline to surpass business development goals.
• Maintain strong discipline around prospect calling efforts.
• Utilize knowledge of FMPWA strategic differentiators to devise and continuously update new business prospecting strategy.
• Develop referral relationships in the local community with CPAs, attorneys, and other COIs.
• Build close working relationships and become a valued partner to the local Commercial Banking team.
• Leverage pre-call planning and post-call debrief to ensure the needs of the prospect are understood and the best solution options are presented.
• Cook comprehensive financial solutions for prospective Private Wealth clients.
• Transition service of new clients to the Wealth Management team.

Requirements

A Bachelor's degree. Minimum of three (3) years of related sales and/or financial services experience.

Qualifications

N/A

Skills

N/A

Benefits

Medical, Dental, and Vision Insurance
401(k)
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement

Pay

N/A

Schedule

N/A