Wealth Management Client Associate

Responsibilities:

• Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
• Communicates solutions to clients that are best suited for their financial needs.
• Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
• Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

We’ll help you:

• Get training and one-on-one mentorship from managers who are invested in your success.
• Build connections to grow your network and business.
• Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
• Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.

What we offer:

• Highly competitive commission structure designed to grow with you
• Passive income opportunities and bonus programs
• Fully paid insurance licensing
• Flexible in-office schedules once you complete training!
• Progressive advancement opportunities
• Retirement savings program and more!

Requirements

• Bachelor's degree in Finance, Business, or a related field.
• Strong sales or communication skills.
• Excellent interpersonal skills.
• Proven ability to build and maintain client relationships.
• Detail-oriented with strong analytical and problem-solving skills.

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Choose your own hours
• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Sales: 1 year (Required)

Work Location: In person