Wealth Advisor Job

Summary: The Wealth Advisor is responsible for developing new investment and trust business, and active management of existing client relationships. The position requires a strong financial background and demonstrated experience in multiple areas of wealth management including investment planning, estate planning and trust administration, financial planning, as well as outstanding in-person and written communication skills, computer proficiency, and the willingness to travel and be a team player in all respects.

Job Details:

• Develop high net worth business, bring in new investments clients and increase company net revenue


• Develop current and future trustee clients and relationships


• Manage and service existing client agency and trustee relationships


• Seek new investment and trust clients through contacts, client referrals, workshops and seminars, centers of influence, other lines of business and nonprofits


• Keep abreast of tax laws, regulations, trends and other issues that affect client administration.


• Ensure assigned accounts are administered in accordance with the terms of the governing documents.


• Regular in-person, telephone and written communication with clients on investment, wealth management, trust and estate matters


• Work with Portfolio Management team to make recommendations for investment strategies and appropriate asset allocations to achieve clients' and trusts' wealth management objectives


• Oversee the fiduciary management of real estate, closely-held corporations and other unique assets relating to trust administration


• Strong focus on ethics and adherence to all fiduciary rules and regulations


• Represent company at civic, social and after-hour events


• Serve on in-house committees as needed or requested

Job Requirements:

• College degree and 5 + years in the wealth management industry


• CFP, CFA, ChFC, or CTFA professional designation preferred but not required


• Trust officer experience preferred but not required


• Proven track record in new client business development


• Proven track record in client servicing and trust administration


• Strong verbal and written communication skills


• Strong in-person client skills, demonstrated ability to communicate investment and financial strategies, trust and estate planning issues.


• Demonstrated ability to work in fast-paced environment with attention to detail


• Willingness to travel throughout our regions and sometimes work outside normal office hours


• Proficient computer skills


• Willingness to be a team player in all respects

If you or someone you know would like more information, feel free to contact me, Rachel Sharp, at 605-800-4107/rachel.sharp@gogpac.com or my colleague, Bill Danton, at 605-679-9918/bill.danton@gogpac.com.