Associate Wealth Advisor

TITLE: Associate Wealth Advisor

DEPARTMENT: Wealth Management & Trust

JOB SUMMARY:

The Associate Wealth Advisor is responsible for providing customized, comprehensive financial management services and solutions to clients. This position will engage with clients to seamlessly deliver financial planning, trust, investment and fiduciary services and will also provide support to the wealth management team regarding client needs and performance reports. 

ESSENTIAL FUNCTIONS:

• Support and manage the financial planning process for selected clients by using a variety of tools and resources; assist with complex client requests, inquiries and meetings. 
• Support the growth of relationships through knowledge of clients and family situations as well as the clients’ overall relationship with the bank.
• Contribute to the growth and development of the department by undertaking special projects as assigned.  
• Prepare financial plans, investment performance reports and calculations for client meetings.
• Support the financial planning process for smaller client relationships by using a variety of tools and resources. 
• Analyze client data and research benefits and financial opportunities based on individual situations.
• Collaborate with team on development of marketing pieces including mailings, articles, and eblasts. Create timely concepts and work with the team on implementation. 
• Participate in business development activities.
• Effectively collaborate with external professionals and partners such as attorney’s and CPAs.
• 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.
• Three years’ experience in financial planning, investment advisory or fiduciary related activities preferred.
• Experience in a trust department and with trust accounting system preferred or two years of banking experience.
• Understanding of investments, Social Security income, insurance, taxation and estate planning principles.
• Excellent verbal, written and interpersonal communication skills. Demonstrated experience in building relationships with clients. 
• 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. 
• Must be 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.
• Occasional travel may be required.