ToledoRecruiter
the smart solution for Toledo jobs

Wealth Management Advisor

Location: Toledo
Posted on: May 23, 2018

Job Description:

GENERAL FUNCTION


Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.




ESSENTIAL DUTIES AND RESPONSIBILITIES


Sales:


Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.


Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.


Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.


Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.


Develops and strategically executes personal business plan to achieve defined revenue and business objectives.




Client Experience:


Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.


Utilizes the Life360 process when working with team members to deliver advice based solutions.


Collaborates with a customized team of specialists to deliver high-quality client service.


Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.


Identifies and refers opportunities providing for the utilization of advanced planning solutions.


Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors'' recommendations, consistent to client goals.


Keywords: , Toledo, Wealth Management Advisor, PR / Public Relations, Toledo, Ohio

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other PR / Public Relations Jobs


CSR / Teller - Belleville BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Belleville
Posted on: 06/8/2018

CSR / Teller - Warren BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Warren
Posted on: 06/8/2018

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Redford
Posted on: 06/8/2018


Business Banking Relationship Manager II
Description: font face Arial GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of at least 2MM and generally less than (more...)
Company:
Location: Southfield
Posted on: 06/8/2018

CSR / Teller - Novi BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Novi
Posted on: 06/8/2018

CSR / Teller - Roseville Eastpointe BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Roseville
Posted on: 06/8/2018

Retail Personal Banker - Cross-Sell
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: West Bloomfield
Posted on: 06/8/2018

Senior Wealth Planner
Description: font face Arial GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, (more...)
Company:
Location: Southfield
Posted on: 06/8/2018

Financial Center Manager Associate
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br program that includes rotations in Operations, Sales amp Service, Small Business (more...)
Company:
Location: Toledo
Posted on: 06/8/2018

Financial Center Manager I- Navarre Country Square
Description: font face Arial br / br GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally less than 30 million in core deposits and generating less (more...)
Company:
Location: Oregon
Posted on: 06/8/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Ohio jobs by following @recnetOH on Twitter!

Toledo RSS job feeds