Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust & Wealth Management Coordinator, you will provide effective and efficient support, primarily to the Trust & Wealth Management Officer. This support will include regulatory and operational responsibilities along with preparation for client-facing meetings. You will also provide daily internal administrative support as needed in alignment with our bank policies and procedures and within regulatory guidelines.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust & Wealth Management Coordinator:
Qualifications
Ideal candidates will possess the following qualifications:
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
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0 Wealth Management Specialist jobs found in Appleton, WI area