Vice President, Wealth Advisor About the Company Prominent operator of regional banks
Industry
Banking
Type
Public Company
Founded
1846
Employees
1001-5000
Categories BankingFinancial ServicesBanking & MortgagesConsulting & Professional ServicesBanksBerkshireFinance Specialties BankingPersonal Banking & Small Business MortgagesHome Equity Lines and Personal LendingRelationship Banking (MyBanker and Private Banking)Commercial Banking and LendingWealth Management and Investmentsand Government & Municipal Banking About the Role The Company is seeking a VP, Wealth Advisor to join their team. The successful candidate will be responsible for maintaining and nurturing client relationships, providing a full range of financial planning and fiduciary services, and ensuring compliance with all relevant regulations. This role requires a professional with a BA or equivalent degree, a minimum of 5 years' of wealth management experience, and a strong background in fiduciary services. Experience in managing high net worth client relationships is essential, and experience with institutional accounts is a plus.
Key responsibilities for the VP, Wealth Advisor include meeting with clients to provide input on long-term financial and estate planning, as well as identifying and developing new business opportunities. The ideal candidate will have a demonstrated record of meeting new business goals, strong relationships with external partners such as estate planning attorneys and accountants, and the ability to create a sense of trust and confidence with clients. Skills in communication, time management, and the ability to handle large workloads efficiently are also crucial. The role demands a professional with strong interpersonal skills, the ability to work in a team environment, and a commitment to the company's mission and growth-oriented culture.
Hiring Manager Title
SVP, Wealth Management Administration
Travel Percent
Less than 10%
Functions Finance