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Senior Wealth Management Advisor
Location:
Birmingham, MI
Description:
The Senior Wealth Management Advisor is responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives. PRINCIPAL ACCOUNTABILITIES: Meet with prospective and existing clients on a regular basis to maintain open communication on the status of their portfolio and other wealth management strategies within the relationship. Create a wealth management plan for prospective clients which will serve as a framework to the relationship and highlight the objectives of the portfolio. Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other abovementioned wealth management strategy techniques. Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires. Work closely with Client Centric Team (CCT) members to support client needs. Participation in designated workgroups and projects as assigned. Serve as a mentor to other Wealth Management Advisors. All other duties as assigned. POSITION SPECIFICATIONS: EDUCATION/EXPERIENCE : Bachelor's Degree and minimum of 5 years of experience in financial or investment management. Certified Financial Planner® or Chartered Financial Analyst® designation is preferred. TALENTS, KNOWLEDGE, SKILLS, ABILITIES : Strong communications skills. Strong thought leadership and analytical ability. Ability to develop and refine complex financial models, analytical processes and methodologies. Ability to collaborate with other team members to develop and grow a robust learning environment among the Wealth Management Team. Self-motivated, ability to work independently while fully functioning with a team environment. Ability to maintain a positive attitude while investment recommendations are reviewed and challenged by other Wealth Management Advisors. Ability to work in a complex environment and successfully perform with multiple priorities. Attention to detail Knowledge of sales process Financial planning EQUIPMENT USED : Laptop computer Smart phone Office equipment WORKING CONDITIONS : Normal office environment that is well lit, properly ventilated and handicap accessible. CONTACTS : Senior Wealth Management Advisors have regular contact with most areas of the company; however, high contact would exist with Trust Relationship Officers and Team Service Coordinators as they are also part of the Client Centric Team. Senior Wealth Management Advisors also have regular contact with clients and prospects and their external advisors. OTHER : The position would often require full day or overnight travel, up to 20% of time, to meet with client's outside of the general area.
Company:
Greenleaf Trust
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Senior Wealth Management Advisor
Senior Wealth Management Advisor is a Executive Manager Job at Greenleaf Trust located in Birmingham MI. Find other listings like Senior Wealth Management Advisor by searching Oodle for Executive Manager Jobs.
Senior Wealth Management Advisor is a Executive Manager Job at Greenleaf Trust located in Birmingham MI. Find other listings like Senior Wealth Management Advisor by searching Oodle for Executive Manager Jobs.