Wealth Advisor job Kilmarnock Virginia
Wealth Advisor job Kilmarnock Virginia
My Spider Scam Awareness Contacting Us F. A. Q.
Job Seekers
Search Jobs
Browse Jobs
Post a Resume
Job Alerts
Search Resumes
Browse Resumes
Post a Job

Wealth Advisor Job

Employer Name: SpiderID: 12724513
Location: Kilmarnock, Virginia Date Posted: 7/8/2022
Wage: Negotiable Category: Finance/Investment
Job Code: R3S Wealth Advisor

Job Description:

Wealth Advisor:

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.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: GPAC Company Type:
Company: GPAC

Send ad to a friend


© 2024 Job Spider
Privacy Policy | CC Marketing Sites | Site Map | Links