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Associate Wealth Management Advisor

Location: Kalamazoo
Posted on: May 11, 2024

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.


. 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.


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

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