Wealth Management Advisor

Harrison Gray Search & Consulting Defiance , OH 43512

Posted 2 months ago

Our client is looking for a Wealth Management Advisor to join their team.

General Responsibilities

Serve as a recognized fiduciary expert on the relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Execute on client wealth plans by maintaining a high net worth book of business to high professional standards. Actively produce new revenue both as a contributor and individually.

Basic Qualifications

Education/Training: Undergraduate degree in a related field of study preferred. Working knowledge of investments/securities. Completion of Cannon Trust Schools I, II, and II or equivalent knowledge from other industry training or equivalent experience.

Preferred Qualification: Demonstrated sales accomplishments in high net worth market; experience as a professional subject-matter-expert presenter; JD, CTFA, or CFP; CPA.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; developed interpersonal, communicative, and sales skills with a strong customer focus; PC skills; a thorough knowledge of current brokerage regulations; visual and auditory skills; valid driver's license.

Experience: A minimum of five (5) years experience in personal trust administration.

Essential Duties

1. Fiduciary Expertise

  • Maintain deep expertise in fiduciary, investment, tax, and other related areas
  • Design and deliver sophisticated fiduciary solutions, using the relationship team model, to high net worth clients with complex financial needs

2. Trust Administration

  • Administer complex fiduciary accounts and related agency and IRA accounts
  • Analyze and interpret legal instruments
  • Apply sound fiduciary judgment to trust matters individually and within activities of assigned Communities
  • Ensure the retention of business and fulfillment of our client's bank's fiduciary responsibilities.

3. Compliance

  • Maintain compliance with all internal policies and procedures as well as regulatory and legal requirements
  • Mitigate risk on individual book of business

4. Client Management

  • Develop and implement relationship service strategies consistent with the team service model and applicable relationship service standards
  • Proactively provide professional service to satisfy client needs
  • Identify and resolve client issues arising in the course of administration of an account
  • Retain and expand assigned client relationships

5. Sales

  • Attain assigned personal sales goal and provide leadership in of team attainment sales goals
  • Participate in relationship reviews as a fiduciary expert on high net worth teams
  • Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue
  • In coordination with team members, present ideas and solutions to clients and prospects
  • Lead or participate in the closing of new business

6. Reputation

  • Meet and engage with clients, prospective clients, attorneys, accountants, consultants, and co-fiduciaries
  • Foster close business relationships to develop client loyalty and new business opportunities
  • Create and execute on opportunities to showcase as presenter
  • Enhance our clients reputation with high net worth individuals and their influencers

7. Leadership

  • Serve as on-site business lead for urgent matters in cases where functional management is remote
  • Support business objectives through active advocacy and behavioral adoption
  • Foster an atmosphere of communication and collaboration, which includes the ability to inspire and coach employees to deliver on their objectives, and contribute to the success of our clients HNW line of business; Wealth Management and Private Banking
  • As a team player, promote a professional atmosphere that encourages the open expressions of ideas and opinions leading to a successful sales environment

8. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the .

9. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same.

10. Complies with established operating policies and procedures in order to maintain adequate controls and to support the organizations adherence to outside regulatory requirements.

11. Communicates with management and staff personnel in order to integrate goals and activities.

12. Responds to inquiries relating to his/her particular area, or to requests from other personnel, customers, etc., within given time frames and within established policy.

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Wealth Management Advisor

Harrison Gray Search & Consulting