Senior Advisor, Private Wealth

Bonus Type

Summary

Your love for customer service and cross-selling with an ability to network and build relationships will take you far.  You’re constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services. The ability to write and speak well is critical. Excellent business acumen and professionalism are what it takes.  

Job Description

The Senior Advisor, Private Wealth is responsible for the direct sales of financial products to individuals and, in certain circumstances, businesses.  The Senior Advisor may manage significant, complex relationships for the firm.  The Senior Advisor sources new business through the disciplined management of a prospect data base, active networking, and consistent calling.  The Senior Advisor works closely with team members to insure timely and consistent responses to client requests for information & decisions. 

Team Culture

Meaningful impact comes from working together. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. 

How You'll Spend Your Time

• You will develop an aggressive marketing plan for prospects and customers and set appointments with leads, prospects, referral sources.
• The primary use of your time will be calling on customers and prospects and a significant performance measure for you will be the number of quality calls made each month. 
• You will identify leads and prospects through the active networking with centers of influence (accountants, attorneys, insurance brokers, etc.), personal networking and maintaining productive working relationships with market team members.
• You will work in a consultative relationship management role with assigned client relationships; these relationships will tend to be of significant complexity and importance to the firm.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in business and 10+ successful years in business development or at least 16+ years experience in a related field.

• Advanced knowledge of business development practices.
• Advanced sales and presentation skills
• Thorough knowledge of loan, deposit and private wealth management product sets, including investment management, brokerage, and personal trust.
• Some knowledge of commercial product sets, including loan, deposit, Treasury Management, Foreign Exchange, and Institutional Wealth.
• Ability to research, recognize and problem solve; strong attention to detail
• Excellent interpersonal skills, including oral and written
• Good computer skills, including word processing and spreadsheet applications