Wealth Advisor III - Yellow Cardinal Division

Wealth Advisor III serves as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities:
· Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
· Generates sales leads through cross-function collaboration, centers of influence and personal contacts
· Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
· Selects specific asset allocation strategies according to client goals and risk tolerances. Implements asset allocation strategies for new and increm...