Wealth Advisor IV

About the role

The Wealth Advisor will serve as the primary point of contact with Wealth clients, maintaining existing relationships and developing new ones. This role involves developing a deep understanding of clients' financial and family situations to structure goals-based investment management strategies and financial plans.

Responsibilities

• Serves as the 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.
• Develops perspective on clients by gathering personal data, financial situation, goals, objectives, and risk tolerance.
• Selects and implements FFB asset allocation strategies based on client goals and risk tolerances.
• Coordinates unique portfolio requirements or client situations with the 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 a client advocate and strategy consultant.
• Completes regulatory investment review requirements for assigned client accounts and adheres to departmental compliance guidelines.

Requirements

• Ten (10) years of successful investment and/or portfolio management experience; experience working with clients with sophisticated investment management and financial planning needs.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation, and program design.
• Extensive experience with financial planning software.
• Bachelor’s degree in Business or a related field of study.

Preferred Qualifications

• Extensive business development experience.
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients.
• Experience in banking or financial services.
• CFA/CFP certification is strongly preferred.
• Demonstrated commitment to professional development.
• Demonstrated knowledge of industry practices and regulations.

Physical Requirements

• Occasionally lifts and carries up to 20 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, and drives.

Pay

$130,000/year to $180,000/year.

Benefits

Comprehensive benefits and programs that support every aspect of associates' holistic wellbeing. Roles are incentive eligible (excluding Co-Op, Intern, or Student positions).