About this role
Role Overview
- Serve ultra-affluent clients and prospects
- Advise, guide and deliver long-term planning and investment advice
- Collaborate with Trust, Planning and Investment teams
- Provide personalized education, advice, guidance and solutions
- Drive new client acquisition through targeted prospecting
- Maintain a robust pipeline of qualified leads
- Exhibit professional behavior and promote positive working relationships
Requirements
- Bachelor’s degree required, MBA helpful
- 10+ years of experience in the Wealth Management industry
- Specialized depth and/or breadth of expertise in Wealth Management discipline or field
- Significant experience in Investment Management, Trust, Estate Planning or Business Succession Planning
- Previous successful business development activities and effective relationship management experience
- Ability to provide Investment advice and guidance to customers with highly complex relationships
- Ability to work collaboratively within a team environment
- Strong knowledge of the Finance industry and the economy
- Ability to communicate confidently with ultra-affluent customers
- Flexibility of schedule to accommodate client meetings outside normal hours
- State Life, Accident & Health and Variable Contract insurance licenses
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance