Senior Trust & Wealth Advisor

TITLE: Senior Wealth Advisor

DEPARTMENT: Wealth Management/Trust

JOB SUMMARY:

The Senior Wealth Advisor is responsible for business development and management of complex client relationships and the administration of assigned trust, agency and estate accounts. This role will work closely with the investment group to implement strategies and maintain compliance with policies. The Senior Wealth Advisor will pursue and develop new relationships with clients, solicit new business from present and prospective clients and cultivate internal and external referral sources. 

ESSENTIAL FUNCTIONS:

• Develop new business and advise or consult with other officers on details of proposed plans. 
• Assist with the initial and ongoing investment and design of account portfolios.
• Support and manage the financial planning process for large, complex client relationships by using a variety of tools and resources; assist with complex client requests, inquiries and meetings. 
• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.
• Collaborate with portfolio managers, strategic advisors and the operations team to provide a high quality, well-integrated service experience.
• Contribute to the development and implementation of the strategic plan.
• Develop and present proposals to prospective clients.
• Review investment policies and procedures with investment officers to ensure compliance.
• Build rapport with clients outside advisors such as accountants and attorneys and partner with them to coordinate tax, estate planning and other fiduciary matters.
• Participate in business development activities.
• Build community partnerships and participate in community events in support of our brand and culture.
• Understand fiduciary issues relative to client relationships; partner with team and external advisors to coordinate tax, estate planning and fiduciary matters for clients.
• Contribute to the growth and development of the department by undertaking special projects as assigned.
• Provide guidance and mentorship for other wealth advisors.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Foster and preserve a culture of inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values. 

QUALIFICATIONS:

• Bachelor’s degree in finance, accounting or related field; JD, CFP, CTFA preferred.
• Eight years’ experience in financial planning, investment advisory or fiduciary related activities preferred.
• Exceptional business development skills as well as excellent client relationship management skills.
• Capability to utilize various financial planning tools and Microsoft 365 products, with a high level of accuracy and attention to detail. 
• Strong math skills with ability to interpret, analyze, and communicate financial information effectively to a wide range of clients and audiences. 
• Self-motivated, detail oriented and possess a strong work ethic.

WORKING CONDITIONS:

• Duties are performed in a professional office environment.
• Flexibility to work non-standard business hours to meet client needs.
• May require travel.