General Description:
The Wealth Advisor serves as the primary contact person for a group of Investment Management and IRA clients within the Department. Develops new business by following up on referrals and sourcing new clients. Maintains proactive communications with clients and has appropriate knowledge of the client’s financial planning, investment, and insurance objectives, and is responsible to assure client objectives are maintained and implemented.
Qualifications:
- Required: Trust and/or Investment business development capabilities/experience.
- Trust Administration experience.
- Trust Investment experience.
- Strong interpersonal skills.
- Ability to maintain a positive and professional work environment.
Preferred:
- Knowledge of Trust regulations, compliance and other legal matters.
