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)
Description
About us
As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire.
Description
We are seeking a motivated individual for a full-time Wealth Management Assistant. This individual will be responsible for providing a variety of operational, clerical, secretarial, and support services to the Wealth Advisors.
Prior banking experience is preferred but not required; we will train the right candidate. This candidate should be technologically adept, deliver outstanding customer service, and have a continuous desire to learn.
Why work with us?
While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:
· Generous Paid Time Off
· Health, Dental, and Life Insurance
· Partially paid Short and Long-Term Disability
· Company-matched 401K retirement account
· Bankers’ hours
· Paid Federal Holidays
Requirements
QUALIFICATION REQUIREMENTS:
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