Wealth Advisor/Trust Officer III-Austin

About the role

The Wealth Advisor/Trust Officer III is responsible for asset management growth and managing fiduciary relationships with proactive diligence, adhering to the governing documents and regulatory environment. This role serves the needs of clients and beneficiaries by providing the full extent of the exceptional Broadway Bank client experience.

Responsibilities

• Manage Fiduciary Relationships and Grows Portfolios
• Establish and maintain contact relationships with clients and their family members to maximize the lifetime value of these relationships.
• Provide a full range of financial and banking services to best serve clients' needs with assistance from appropriate specialists throughout the organization.
• Build loyalty and drive profitable revenue growth by resolving client concerns, developing, and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience.
• Demonstrate strong solution-oriented sales and communication skills to effectively establish rapport and credibility with clients.
• Develop collaborative relationships (COI’s) with clients’ advisors, including CPAs and attorneys.
• Exhibit leadership and team-building skills with a broad knowledge of financial services and products, focusing on client-centric solutions.
• Ensure sound fiduciary account management, including fiduciary taxation, securities transfer, community property, and state and federal laws governing trusts, foundations, estates, and investments.
• Grows Portfolios within agency and Fiduciary Relationships
• Successfully execute strategies to identify and target new profitable opportunities.
• Collaborate with internal partners to ensure a coordinated and consistent marketing message reaches targeted prospects.
• Cultivate relationships with referral sources such as attorneys and CPAs (COI’s).
• Maintain sales pipelines using CRM to document qualification/progress of opportunities.
• Education of internal partners on Wealth capabilities to drive referrals.
• Participate in business development activities individually and with partners.

Requirements

• 7 years fiduciary experience in the field of personal trust or 5 years legal, financial planning, or related experience.
• 4-year college degree; law degree preferred.
• Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus.
• Demonstrated understanding of accounting principles.
• Ability to positively interact with high-level clients and all levels of bank employees.
• Strong understanding of fiduciary principles and regulatory requirements.
• Proficiency in managing complex fiduciary relationships.
• Excellent problem-solving and risk management skills.
• Superior client relationship management and communication skills.
• Leadership and team-building abilities.
• Broad knowledge of financial services and products.
• Proficiency with Microsoft Suite.
• Experience with FiTek System is preferred.

Qualifications

• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

Skills

• Demonstrated understanding of accounting principles.
• Ability to positively interact with high-level clients and all levels of bank employees.
• Strong understanding of fiduciary principles and regulatory requirements.
• Proficiency in managing complex fiduciary relationships.
• Excellent problem-solving and risk management skills.
• Superior client relationship management and communication skills.
• Leadership and team-building abilities.
• Broad knowledge of financial services and products.
• Proficiency with Microsoft Suite.

Benefits

• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retailer matching
• Tuition reimbursement

Pay

Commensurate with experience.

Schedule

Monday - Friday

8:00am - 5:00pm