Investment and Wealth Strategy Advisor

1 week ago

Chandler, Arizona, United States Heartland Financial USA, Inc. Full time

Heartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.

As a prominent financial services organization, we are committed to delivering exceptional community banking solutions. Our extensive network of banks is supported by cutting-edge technology and operational efficiency, enabling local decision-making that prioritizes customer satisfaction and growth. Since our inception, we have been deeply engaged in the communities we serve, establishing lasting relationships that are the foundation of our success.

Why choose a career with us? We recognize that our employees, with their diverse backgrounds and unique perspectives, are our most valuable asset. We strive to create an environment where your contributions are acknowledged, your insights are valued, and your potential for personal and professional development is limitless.

The Wealth Advisor plays a crucial role as a trusted consultant for affluent clients and businesses, focusing on the development and enhancement of wealth management relationships. This position entails providing holistic financial advice encompassing investments, risk management, tax strategies, estate planning, and banking solutions. The Wealth Advisor actively pursues new wealth management opportunities and serves as the primary contact for a select clientele.

Key Responsibilities:

  • Identify and cultivate customer relationships by recognizing opportunities, implementing proactive business development strategies, and building referral networks.
  • Develop and execute a personalized business plan aimed at achieving specific revenue and business targets.
  • Engage in all activities outlined in the bank's sales hygiene program, including scheduling proactive meetings with clients and participating in community events.
  • Build and maintain strong relationships with colleagues, clients, and key stakeholders.
  • Collaborate with bankers from various departments to provide comprehensive expertise to clients.
  • Maintain a thorough understanding of all bank services to facilitate appropriate referrals and meet annual referral goals.
  • Actively participate in community initiatives.
  • Guide clients through the wealth management process by providing comprehensive financial planning support.
  • Administer trust and fiduciary accounts for assigned clients, ensuring compliance with relevant regulations.
  • Work closely with clients and their advisors to enhance their financial and estate planning strategies.
  • Ensure client service standards are met, fostering long-term relationships.
  • Conduct regular client meetings to review plans, assess needs, and discuss investment performance.
  • Collaborate with investment officers to manage client accounts effectively.
  • Adhere to regulatory requirements and departmental compliance guidelines.
  • Stay informed about industry trends and regulatory changes to ensure compliance.
  • Complete required training and maintain up-to-date knowledge of relevant regulations.

Qualifications:

  • Master's degree preferred.
  • Bachelor's degree in Business Administration, Finance, Economics, or a related field required.
  • 5-7 years of experience in client-facing roles within personal banking, wealth management, or trust administration.
  • Familiarity with legal terminology and sound fiduciary principles.
  • Strong consultative sales and service skills.
  • Experience with financial planning and relevant software tools.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office applications.
  • Certifications such as CTFA, CFP, or CFA are preferred.

Scheduled Weekly Hours: 40

Time Type: Full time

Compensation: The targeted salary for this role is $134,000 - $174,684.00, with potential for incentive compensation and benefits, including Medical, Dental, Vision, 401(k), Health Savings Account, and Paid Time Off.

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