This position will be responsible for administration and retention of wealth management business and development of new business opportunities with the objective of profit for the Bank and quality service to customers. Will administer various wealth management accounts including IRAs, Individual Investment Accounts, Institutional Relationships, and Trusts with primary focus in the area of financial and retirement planning. Responsible for maintaining investment direction in all accounts under administration, including monitoring investment objectives, asset allocations, and keeping cash invested as appropriate. Will perform annual administrative reviews for assigned accounts, ensure transactions are given proper tax codes, and assist in timely delivery of tax reporting to clients. Expected to participate in business development activities and sustain relevant relationships with the local market area professionals. Cross-sell commercial bank products and develop joint market relationships with other areas of the bank.
BA or BS required.
One to four years’ experience of direct client facing wealth management or financial planning account administration responsibility.
Financial planning experience and training is valued as is general banking and client service experience. Designations such as Certified Financial Planner (CFP®); Certified Retirement Services Professional (CRSP), Personal Financial Specialist (PFS), Chartered Retirement Planning Counselor (CRPC®), Accredited Estate Planner (AEP®), Certified Trust and Financial Advisor (CTFA) is beneficial, but not required.
Full-time; Monday through Friday (8:00 - 4:30) Exempt
The location for this position is To be determined.