Wealth Advisor II
Core
Help clients establish financial foundations, develop financial plans, and provide sound financial advice while marketing banking and wealth management products.
Role type
Wealth Advisor II (Financial Planning & Sales)
Builds
Tailored investment, insurance, and banking solutions for individual clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, insurance solutions, client relationship management, regulatory compliance, sales and marketing, portfolio review, proposal development
Preferred skills
Certified Financial Planner (CFP), Certified Wealth Strategist, CPA, CFA, CIMA, CTFA
Technologies
Microsoft Office applications
Responsibilities
Retain and grow client relationships with expected annual revenue of $350k-$750k; Recommend tailored investment, insurance, and banking solutions; Meet with clients to review financial plans and investment portfolios; Collaborate with internal partners to deliver coordinated proposals and presentations; Build relationships across internal teams and the professional community to drive business growth.