Senior Wealth Investment Advisor - Remote

Overview

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients.

In Short

• Recommends investment solutions via a needs-based, consultative approach.
• Proactively manages the client relationship.
• Maintains current knowledge of financial markets and wealth management offerings.
• Develops Individual Policy Statements (IPS) with clients.
• Implements investment strategy recommendations.
• Communicates investment processes and performance measurement.
• Identifies and develops additional opportunities with existing clients.
• Educates clients on emerging issues and regulatory changes.
• Participates in sales efforts and maintains positive working relationships.
• Serves as a mentor for other trust professionals.

Requirements

• Bachelor’s degree and a minimum of 7 years’ investment-related experience.
• Comprehensive industry and investment knowledge.
• Strong verbal and written communication skills.
• Proficient personal computer skills.
• Experience developing relationships with clients.
• Ability to work effectively within a team environment.
• MBA, CFA, or CFP preferred.
• Experience with high net worth clients.

Benefits

• Competitive benefits including medical and retirement plans.
• Forty hours of paid volunteer time each year.
• Support for personal and professional growth.
• Inclusive work environment reflecting company values.