Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Wealth Management Advisor

Expired Job

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.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Management

Ascena Retail Group

Posted 2 days ago

VIEW JOBS 11/17/2018 12:00:00 AM 2019-02-15T00:00 Brand Overview: As a hometown specialty retailer, maurices is deeply committed to bringing affordable, versatile, and flattering fashion in sizes 2-24 to real women, living real lives in small towns across North America. We inspire women of all ages to look and feel their best - just as they are. With 1,000 stores across North America, we've earned our reputation as a leader in hometown fashion. The true secret to our success is deeply rooted in our commitment to our values. Whether you're in the hallways of our home office or in our stores, you'll find that our associates are friendly and genuine. At Justice, we collaborate. We communicate honestly. We set trends. We work hard, speak up, and have fun. We celebrate our accomplishments and recognize our peers. We give back. And we eat dinner with our families. Every day, we make a positive difference in the lives of our tween girl and our coworkers. We're the difference between liking your job and loving it. Ready to apply? We currently have an opportunity for a Management to join our team located at our Store 0602-Northtowne Mall-maurices-Defiance, OH 43512. Position Overview: maurices is a world-class specialty retailer that caters to young-at heart fashionistas in small towns. Rated by Forbes Magazine in 2010 as one of the top 10 Employers in Retail, we pride ourselves on our excellent training programs and the consistent feedback we get from our associates who love to work here. We genuinely care about our customers, our communities, our associates, our business partners, and our results. We value the unique strengths and diversity of each individual, which makes us a better place to work, a better store to shop, and a better member of our communities. Associates in all positions play an integral role in our business. What You'll Do: This challenging and rewarding role provides the opportunity to assist in the supervision of a store team focused on creating an unforgettable shopping experience that leaves our customers looking and feeling their best. Of course; the assistant manager interacts with customers on a regular basis providing fashion advice and helping customers grow their wardrobe. What you'll get in return: * A flexible work schedule * Working with others who love fashion and have fun * Industry leading training programs * Growth and advancement opportunities due to our continued store growth and stability (we have been around 80 years!) * Opportunities to connect and actively participate in community events * A 40% discount..........yes 40 * Inclusive benefits; you name it we've got it! Position Requirements: Assistant Manager candidates must have * 1 year of customer service experience and supervisory experience preferred * Ability to foster a team environment and create a positive working environment * Experience in training and directing others * Ability to take initiative in making decisions * Demonstrated ability to achieve goals * Computer proficiency * Ability to work a flexible schedule All replies confidential – maurices is an equal opportunity employer. Location: Store 0602-Northtowne Mall-maurices-Defiance, OH 43512Position Type:Regular/Part timeEqual Employment Opportunity The Company is committed to hiring and developing the most qualified people at all levels. It is our policy in all employment decisions to ensure that all associates and potential associates are evaluated on the basis of qualifications and ability without regard to sex (including pregnancy), race, color, national origin, religion, age, disability that can reasonably be accommodated without undue hardship, genetic information, military status, sexual orientation, gender identity, or any other protected classification under applicable law. We do not discriminate in any of our employment policies and practices. All associates are expected to follow these principles in all relationships with other associates, applicants, or others with whom we do business. The Company welcomes applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the application process. Note to Applicants: Smoking is prohibited in all indoor areas of the Company unless designated smoking areas have been established by a particular location in accordance with applicable law. Note to Rhode Island Applicants: The Company is subject to Chapters 29 – 38 of Title 28 of the General Laws of Rhode Island, and is therefore covered by the state's workers' compensation law. Ascena Retail Group Defiance OH

Wealth Management Advisor

Expired Job

Harrison Gray Search & Consulting