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Wealth Advisor

1 month ago

Richmond, United States Blue Ridge Bank Full time
Job DescriptionJob DescriptionDescription:

Position Purpose:

As the Wealth Advisor for your branch, you will meet with customers to determine financial planning goals for the future, to include Estate planning, Investment planning and/or Insurance planning. Develop and implement a financial plan that will best suit each customer. Adhere to established standards of conduct, bank policies, procedures, and regulations. Create business and sales opportunities for the bank through active referrals.


Wealth Advisors will have access to mentors in their markets, support for licensing and exam requirements, branch referrals, access to a book of business and incentive opportunities. Wealth Advisors will work out of an office within the branch and serve clients within that market area. We are hiring for positions in:

· Richmond, VA

· Virginia Beach, VA

· Kilmarnock, VA


Requirements:

Responsibilities:

· Meet with new and existing customers to assess their needs and recommend products and/or services, considering their individual risk tolerance.

· Ensure that all regulatory requirements are observed and that you are up to date on current regulations.

· Exercise discretion and make sound decisions by reasoning through problems, reviewing alternative solutions and modifying decisions when necessary. Delegate decision making to the appropriate staff when applicable.

· Operate efficiently by effectively working within established specifications, budgets, and deadlines to ensure quality and cost effectiveness.

· Conduct seminars to educate and inform co-workers and the community regarding various financial topics.

· Develop professional relationships with other financial advisors, accountants, CPAs, and attorneys for referrals to and from the program.

· Maintain an open line of communication. Keep co-workers informed to increase cooperation, avoid conflict, and eliminate “surprise” situations.

· Represent the Company and provide leadership in key community activities including business, charitable and social organizations.

· Other duties as assigned.

· Create value for the bank and its employees.

· Be a good teammate.

· Live our core values.


Education and Certifications:

· Bachelor’s degree or higher in finance, accounting law, or related business field

· Must have the required state licenses for the selling of Life and Health Insurance, and Annuities.

· Must pass the Series 7 and Series 63 exams.

· The Series 65 exam and certification of CLU, CLFC and CFP desired, but not required.


Skills:

· Exhibit strong managerial and leadership skills, to include, but not limited to, imagination, vision, initiative, and integrity.

· Demonstrate an excellent working knowledge of compliance with all state and federal laws concerning financial planning, as well as banking functions, policies and procedures.

· Must have good verbal and written communication skills, good interpersonal and supervisory skills, and the ability to effectively interact with senior management, Board of Directors, employees, co-workers and customers on a consistent basis.

· Highly motivated and detail-oriented individual

· Knowledge of computers relevant to Microsoft Office Suites (e.g., Word, Excel, Outlook) and industry related software


Abilities:

· Knowledge of compliance with all state and federal laws concerning financial planning, as well as banking functions, policies, and procedures.

· Ability to learn bank programmed software.