Wealth Advisor

The Wealth Advisor will acquire new clients and assets, provide education on investment concepts, and develop financial planning and investment needs of clients and prospects. The role involves identifying and facilitating cross-selling opportunities, maintaining compliance with federal, state, and local laws and regulations, and participating in examinations, audits, and third-party reviews. The Advisor will also be responsible for supervising reporting staff, interviewing, hiring, and training employees, and performing other duties as assigned.

Requirements

• Acquires new clients and assets consistent with corporate goals and objectives
• Provides education on investment concepts and available products
• Analyzes and develops financial planning and investment needs of clients and prospects
• Maintains a strong knowledge of financial markets, investment strategies, and investment products
• Identifies and facilitates cross-selling opportunities
• Serves as a backup for other position(s) and performs other duties, as assigned
• Enhances career through work experience and continuing education
• Maintains compliance with federal, state, and local laws and regulations
• Participates and responds to examinations, audits, and third-party reviews
• Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness
• Establishes a good image for the Bank by being active and visible in the community
• Attends meetings as assigned
• Develops a working knowledge of the Bank’s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations
• Supervises reporting staff
• Interviews, hires, and trains employees
• Plans, assigns, and directs work
• Appraises performance, rewards, and disciplines employees
• Addresses complaints and resolves problems

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan