About this role
Role Overview
- Partner with Relationship Manager to provide comprehensive investment services including sophisticated investment products to HNW clients
- Utilize technical investment expertise to provide comprehensive investment services and solutions
- Deliver comprehensive wealth management and investment advisory services to high-net-worth individuals and families
- Emphasize deepening existing client relationships through personalized planning, portfolio management, and ongoing advice
- Act as primary point of contact for legacy client relationships
- Use advanced knowledge of Investment Products to proactively introduce new investment ideas and solutions
Requirements
- 4-year degree required, MBA or advanced degree preferred
- Minimum of 10+ years financial services experience in a production capacity required
- Valid Series 7, 63 + 65 or 66
- Valid and active Life & Health insurance licenses
- Certified Financial Planner (CFP), preferred
- CIMA, CAIA or CFA designation preferred
- 5+ years' experience in asset allocation and portfolio construction preferred
- In-depth knowledge of investment concepts, industry and practices, including understanding of domestic and international financial markets
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition programs