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Senior Wealth Management Advisor

2 months ago

Milford, Connecticut, United States Usb (Union Savings Bank) Full time
Position Overview

The Wealth Management Advisor is tasked with delivering comprehensive financial services to affluent clients, collaborating closely with the entire Wealth Management Division.

Key Responsibilities

  • Financial Planning: Spearhead the planning function to advance the Department's long-term strategic objectives and enhance client experience initiatives. Drive the financial planning process, which encompasses designing, analyzing, and presenting tailored financial strategies that align with each client's unique circumstances.
  • Client Engagement: Cultivate and maintain robust relationships with clients, ensuring their financial needs are met and proactively addressing any concerns. Provide expert advice on fiduciary administration, financial, tax, and estate planning.
  • Business Development: Identify and pursue new business opportunities, fostering relationships with prospective clients and enhancing existing client portfolios. Collaborate with colleagues across the organization to create cross-selling opportunities.
  • Trust Administration: Oversee the management of trust accounts, ensuring compliance with legal and regulatory standards. Conduct annual reviews of client accounts and maintain effective communication with clients regarding their financial matters.
  • Team Leadership: Inspire and develop team members, promoting a culture of professional growth and continuous improvement.

Qualifications

  • Education: Bachelor's degree or equivalent professional experience.
  • Experience: 5-7 years in Trust Officer roles and 5-10 years in Financial Planning.
  • Certifications: Required: CFP; Preferred: CTFA.

Equal Opportunity Statement

We are committed to fostering a diverse workplace and are proud to be an Equal Opportunity Employer.