Associate Wealth Advisor

Essential Functions/Responsibilities

• Assists with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans
• Maximizes client satisfaction to ensure retention of clients; aids more Senior Wealth Advisors in expanding relationships by assisting with sales and service efforts
• May work with Retail/Commercial business partners on less complicated sales opportunities where appropriate
• Complete certain client requested actions as directed by supervisor
• Assists in the completion of various tasks within the appropriate Wealth operating systems (e.g. AddVantage, Investor’s View) as instructed by supervisor
• Other tasks as directed by supervisor
• May be asked to assist on department projects as needed
• Completion of CFP program within 2 years

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 0-3 years of experience in professional environment
• Bachelor’s degree required
• Proficient in Outlook, Word, Excel, PowerPoint and other general operation systems

Preferred Knowledge and Skills

Level of Complexity and Scope

• Experience in banking or financial services preferred

Degree of Independence and Decision-Making

• May require some supervision in order to complete tasks