Client Advisor - Wealth Management

Client Advisors are assigned to managing, retaining and expanding a book of business of large, relationships. The role is responsible for ensuring compliance with all regulatory rules and internal procedures. Each client managed should have a detailed financial plan that outlines their goals and objectives that is updated and maintained on an annual basis. The role is responsible for expanding existing relationships by obtaining new assets to the existing relationships and obtaining outside referrals. The Client Advisor position is also responsible for obtaining new relationships to the Investment Management and Trust group. Business development occurs through properly managing the book of business as well as referrals from bank partners and centers of influence. Requires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the abilit...