Wealth Advisor
Core
Develop comprehensive, integrated, multigenerational wealth strategies for high net worth clients, including placement of wealth management products.
Role type
Wealth Advisor (Private Wealth Management)
Builds
Financial, estate, and tax plans for affluent clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospecting, selling, financial planning, estate planning, tax planning, product implementation, data collection, financial analysis, relationship servicing, networking, sales, interpersonal skills
Preferred skills
Certified Financial Planner (CFP), Juris Doctor (JD), Certified Public Accountant (CPA), Series 7, Series 66, Life/Health licenses, Series 63, Series 65
Technologies
sales management tool
Responsibilities
Actively engage in prospecting, selling, and delivery of financial planning services; identify and pursue acquisition of qualified clients; recognize and communicate planning opportunities; collect data for financial or estate plans; present and execute plans; analyze client financial information; establish relationships with Relationship Team members; team with partners for referrals; provide ongoing relationship servicing; monitor and update call planner and pipeline reports; represent the bank in community functions; obtain and maintain understanding of wealth products and investment risks.