Wealth Management Advisor

3 weeks ago

Lexington, United States Bank of the Bluegrass and Trust Co Full time

Job Type

Full-time

Description

Job Title: Wealth Management Advisor Job Code: 602

FLSA Status: X Exempt Non-Exempt Part-Time _XFull-Time

EEO Job Category: 1 Reports to: Director of Wealth Mgmt.

Job Grade: 18 Revision Date: 2024

Supervisory Responsibility: None

Basic Function: Primary responsibility is to use discretion in acting on behalf of the Wealth Management Department and the bank as agents for our customers, while bringing in new business opportunities. Establish, maintain and manage Wealth Management customer accounts for which the bank acts as the personal representative of an estate, a trustee, a guardian of the assets of minors or incompetents, or an agent under an investment management agreement.

Essential Duties & Tasks:

  • Seek new business opportunities to help grow the Wealth Management Department's portfolio of clients.
  • Perform as investment agent or trustee or personal representative on behalf of existing and new clients.
  • Maintain existing Wealth Management Relationships by performing tasks required within the scope of that relationship.
  • Prospect and develop client relationships for new and additional business among existing and new account Wealth Management opportunities.
  • Maintain and foster communications with customers and employees.
  • Administering Wealth Management accounts, reviewing investments, placing trades, and making distributions.
  • Prepare and gather documentation and reports for various committees
  • Performance of related clerical account administrative duties while maintaining compliance.
  • Maintain ongoing education to maintain certifications.
  • Research, develop and schedule sales calling schedule while searching for new business opportunities.
  • Ensuring compliance in BSA, OFCA, Privacy, Information Security and all other regulations as applicable to the position. Failure to ensure compliance can result in Civil and Criminal Penalties, as well as corrective actions up to and including termination.
  • Staying knowledgeable on the bank's products and services and looking for opportunities to make recommendations to customers based on need.
  • Fostering the spirit of teamwork in supporting the bank's goals and mission statement.
  • Attend weekly relationship manager meetings.
  • Additional duties as assigned.
Requirements

Knowledge, Skills and Abilities:
  • Advisor skills to uncover new opportunities for clients.
  • Excellent customer service skills, communications skills and analytical skills.
  • Must possess excellent organizational skills and attention to detail.
  • Must be able to multi-task.
  • Knowledgeable in related banking products and services.
  • Knowledge and experience of computer skills and familiarity with Microsoft Office Suites software.
  • Ability to analyze and review complex documents.
Education, Training & Experience
  • Three to Five Years of current Wealth Management Advisor experience.
  • Bachelor's degree and/or three or more years of related experience and/or training.
  • Graduate School of Banking Programs or similar two-to-three-year banking programs a plus.
  • Certified Trust and Financial Advisor designation, preferred.
  • Valid Driver's license.
Physical & Mental Factors/Requirements:
  • Hearing, seeing, sitting for long periods, standing, operating a computer.
  • Manual dexterity to execute trust and bank documents and files.
  • Ability to stay focused and multi-task.
  • Ability to meet the pressure of deadlines.
  • Ability to communicate on the telephone, write, speak, read, hear and type.
  • Ability to work with little direct supervision.
  • Ability to perform manual tasks.
  • May be required to sit for extended periods of time, paying attention to detail.
  • Requires occasional bending, reaching and stretching.

Working Environment: Professional Office environment and travel to clients.

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