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Associate Wealth Management Advisor

Location: Kalamazoo
Posted on: May 6, 2021

Job Description:

GENERAL FUNCTION: Partners with senior Wealth Management Advisors for client relationships with more than $500,000 in investable assets to help ensure the Private Bank experience is delivered. Assembles and collaborates with team of specialists toconsistently deliver high-quality customer service and advice-based solutions that simplify financial complexity and achieve the client''s goals. Ensures service standards including execution, delivery, and retention are achieved. Builds skills,knowledge, and expertise needed to advance to a Wealth Management Advisor or Private Bank Investment Executive position.




ESSENTIAL DUTIES & RESPONSIBILITIES:


. Assists senior WMAs in activities that drive new revenue and expand wallet share.


. Builds and establishes internal/external centers of influence to prospect; ultimately sourcing/building a pipeline of clients and opportunities.


. Develops and strategically executes business plan to obtain new clients and develop personal book of business.


. Participates in One Bank activities to identify opportunities with new and existing bank customers.


. Utilizes the Life360 process when working with team members to deliver advice based solutions.


. Effectively profiles client and identifies needs for LOB referrals and cross selling.


. Drives sales results with appropriate financial based services and solutions.


. Assists WMAs who are primary contact for the resolution of client issues and concerns.


. Helps monitor and ensure team members are aware of service standards and metrics based on needs, segmentation, asset allocation, and risk management.


. Participates in the coordination and collaboration with client third party advisors (e.g., attorney, accountant).


. Expands knowledge of investment techniques and products, trading strategies and market dynamics.


. Challenges and collaborates with the client to articulate and achieve their goals.


. Assists in managing profitability of client relationship.


. Assists WMAs in ensuring timely recording of information in CRM regarding status and activities.


. Helps drive improvement by looking for ways to deepen relationship


. Builds skills, knowledge and expertise needed to advance to a Wealth Management Advisor or Private Bank Investment Executive position within 18-24 month time frame.




SUPERVISORY RESPONSIBILITIES: None.


Keywords: , Kalamazoo , Associate Wealth Management Advisor, PR / Public Relations , Kalamazoo, Michigan

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