Wealth Management Specialist
5 days ago
We are seeking a highly skilled and experienced Wealth Advisor to join our team at BankTalent HQ. As a Wealth Advisor, you will be responsible for building and managing high net worth client relationships, providing personalized investment strategies, and delivering exceptional client experiences.
About the Role:This is a unique opportunity to work with a premier California-focused financial services company dedicated to serving its communities, families, and businesses. Our Wealth Management Team is supported by a cohesive group of banking professionals, including Retail Bankers, Community/Business Bankers, Private Bankers, Commercial Bankers, and Investment Management Portfolio Managers/Advanced Planning Professionals.
Key Responsibilities:- Build and manage high net worth client relationships through active cultivation and nurturing of robust relationships with the banking team.
- Deliver exceptional client experiences by evaluating, educating, and developing tailored solutions, recommendations, and implementing investment strategies to meet client needs.
- Collaborate with internal banking professionals and wealth management team members to deliver the right solution for clients.
- Develop and implement financial planning, investment management, insurance, and trust services to meet client objectives.
- Bachelor's degree in a relevant field.
- Minimum of 5 years of directly related experience, 10+ years preferred.
- FINRA Series 7 & 66 (65/63) licenses, life and health insurance required.
- CFP certification highly preferred.
- Excellent verbal and written communication skills, analytical and presentation skills.
- Experience with financial planning software and ability to analyze and present complex financial modeling.
- Competitive base salary of $65,000 plus commission.
- Medical, Dental, and Vision Insurance, Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Accounts.
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience.
- Mental health benefits, including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
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