Wealth Advisor

Job Location: 
Pasadena, CA

JOB SUMMARY:

This position is primarily responsible for developing comprehensive, integrated, multigenerational wealth strategies for high and ultra-high net worth clients families and beneficiaries.

A team player with a sales and relationship management role that will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience

 

DUTIES & RESPONSIBILITIES:

Drives advisory-based planning process to ensure the delivery of comprehensive wealth management strategies to meet client objectives.

Act as a resource for client and wealth team members on business succession, executive compensation, wealth transfer and retirement planning issues.

Engage in the delivery of financial planning services to new and existing high and ultra-high net worth clients

Works with wealth partners to identify and pursue the acquisition of qualified high net worth clients.

Collect data necessary for the preparation of  financial and estate planning recommendations

Analyze client financial information and deliver financial advice and appropriate solutions  based on client needs

Partner with clients other advisors (CPA, attorney)

Establish and maintain excellent working relationships with members of a Relationship Team designated to support client service and client development

Provides ongoing relationship servicing with current clients to maintain goodwill and identify additional client needs.

Represent the bank in civic, community, and industry functions to network and develop additional business

Participate in the on-going improvement and refinement of Private Banking brand, processes, products, services, and operating policies and procedures.

 

REQUIRED EDUCATION, EXPERIENCE, & KNOWLEDGE:

Bachelor’s degree with a concentration in business, accounting, or finance. MBA preferred

5+ years of experience in Personal Trust or 7 years in planning

Demonstrated understanding of complex estate, investment and financial planning issues for affluent and high net worth clients.

CFP, JD, or CPA highly preferred

Highly motivated; Self-starter with the ability to work autonomously

Excellent sales and interpersonal skills required

Series 7 and 66 plus life and Health Insurance licenses, or be committed to pass them within 4 months of start date

Commercial Credit experience

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260
Category: 
Banking & Financial Services

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