Meridian Wealth Partners (subsidiary of Meridian Bank) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian Wealth Partners offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers.
Position summary: The Wealth Advisor is responsible for generating new clients; supporting The Progression of Wealth planning process, managing assigned client relationships. Under the direction of the Managing Director, this client facing role requires the incumbent to work collaboratively with the financial planning team and outside client professionals to ensure effective plan development, implementation and monitoring. Client retention and acquisition are key measures of success.
Qualifications required:
- Bachelor’s degree in Finance or related field; or an equivalent combination of education and work experience
- 3 years of experience in financial planning, tax, or investments.
- CFP designation preferred.
- Relationship management experience preferred.
- NASAA 65 required. If not current, then committed to securing within 6 months of hire date.
- Strong computer skills (MS Office, etc.)
- Strong client relationship skills
Essential functions and responsibilities:
- Valid Driver’s License
- Responsible for achieving sales and client retention goals.
- Responsible for developing relationships with external professionals and Meridian Bank partners to effectively identify and sell new clients. Engages with prospects and clients to develop, monitor and implement financial and investment plans.
- Become the trusted partner to clients and prospects supporting all aspects of their financial well-being.
- Collaborates with internal and external experts to deliver effective financial strategies to achieve client objectives.
- Develops a knowledge of the client’s entire financial and family situation to ensure financial plans are complete, accurate and remain in line with evolving customer circumstances and needs. Owns the client meeting preparation process using multiple systems to gather and compile relevant information to present in a best-in-class deliverable
- Ensures compliance, quality of advice and excellent customer support
- Maintains composure and confidentiality while exercising appropriate social acumen
- Adheres to securities and investment advisor regulatory compliance obligations
- Timely update client meeting notes, tasks and related information into the CRM
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management, other supervisors and employees in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Other duties as assigned
Success factors/job competencies:
- Achieving annual sales and client growth goals
- Client first mentality
- Excellent verbal and written communication skills
- Ability to develop and communicate financial planning outcomes and investment strategies
- Ability to communicate complex issues effectively
- Strong problem solving and analytical skills
- Maintain composure under stress. Sets the tone for the team and consistently demonstrates leadership competencies.
- Provides and receives coaching and mentorship
- Strong organizational and time management skills
- Solutions oriented
- Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
- Thrive in a collaborative team environment.
Application Access:
- Customer Relationship Management
- 3rd Party Custodian Application
- Financial Planning Software
- Investment / Portfolio Applications
- Microsoft applications
Physical demands, work environment and location:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment: The noise level in this environment is minimal
Location: Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Meridian Bank is an Equal Opportunity Employer.
