Wealth Management Officer

Job Location: 
Toledo, OH

Our client is a Regional Bank with a highly successful Wealth Management Department. The Wealth Management Advisor will play an active part in the department’s continued growth through business development efforts and expertise when servicing current relationships.  Our client encourages an entrepreneurial spirit, and cultivates freedom, a healthy culture, a good environment to grow and a collaborative team spirit.

 

Responsibilities:

Provide clients with a holistic approach to their investment advice, working on multiple facets of client´s financial lives.

Properly manage each account through ongoing communication to assess client’s needs in order to ensure they are receiving the best service and refer to the appropriate specialist when needed.

Provide the client with the appropriate solutions based on their needs and goals in order to maximize their objectives.

Maintain education on the client’s goals and strategy in regards to their account and properly educate them on the bank’s investment philosophy.

Partner with other services providers of the client such as attorney, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.

Stay abreast of the changes in regulations and ensure those changes are properly communicated

Technical skills and knowledge to develop a comprehensive financial plans for clients

 

Qualifications:

Bachelors Degree in Business

Minimum of 5 years’ experience within Wealth Management (Trust and Fiduciary Management)

CFP is preferred CTFA, CPA, JD desired

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

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