Wealth Management Specialist
3 days ago
FCT is a nationally chartered trust company dedicated to providing exceptional wealth advisory services to credit unions and their members. Our mission is to help clients achieve their personal, financial, and estate planning goals through a commitment to service and long-term relationships.
As a Wealth Advisor, you will play a critical role in creating and growing trusted relationships with prospects, clients, and credit union partners in the Quad Cities region. You will be responsible for developing new business opportunities, managing client relationships, and delivering exceptional customer service.
Key Responsibilities- Develop and maintain referral networks within assigned credit unions and the community to build and grow relationships and new business opportunities.
- Actively engage with potential clients to identify needs, make proposals for new business, and secure new relationships.
- Develop long-term, trusted relationships with clients and deliver customer service that exceeds expectations.
- Manage client relationships by deeply understanding their needs, generating innovative solutions and strategies, and promptly responding to and resolving client needs.
- Stay informed of new developments and offer new solutions to enhance services.
- Utilize financial planning to add value for clients, retain relationships, and identify additional opportunities.
- Provide account administration and maintenance, including setting up new accounts, managing special distributions, assessing tax liabilities, and planning and approving expenditures.
- Ensure accurate administration of accounts to ensure compliance with all relevant standards.
- Bachelor's degree required or prior experience in a related field.
- 5+ years' experience within financial services or a trust environment preferred.
- Ability to develop, create, and grow new and existing relationships.
- Experience achieving reasonable annual new assets and performance goals.
- Active in community and business organizations.
- Strong interpersonal skills, including the ability to influence, motivate, and proactively build relationships.
- Ability to help others resolve problems and make recommendations.
- Strong collaboration and leadership skills.
- Maintain a high level of confidentiality at all times.
- Excellent verbal and written communication skills.
- Ability to read, understand, and interpret various legal documents.
- High level of problem-solving and organizational skills.
FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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