Wealth Management Specialist

7 days ago


Roanoke, Virginia, United States Ridge View Bank Full time
Job OverviewRidge View Bank is a leading financial institution committed to providing exceptional service to its clients. As a Wealth Partner, you will play a vital role in delivering personalized financial solutions, helping clients achieve their goals, and making a positive impact on the community.

Key Responsibilities
  • Provide Enhanced Client Service: Identify customer needs, develop tailored solutions, and implement plans to exceed client expectations.
  • Foster Our Culture: Embody a positive attitude, collaborate with colleagues, and adhere to company policies and procedures.
  • Embrace Technology and Change: Continuously evaluate processes, leverage technology for efficiency, and accuracy.
  • Focus on Accuracy and Attention to Detail: Ensure accurate reviews, research, and adherence to regulatory requirements.
  • Seek Professional Development Opportunities: Participate in training to enhance knowledge of rules and regulations.
Requirements

A bachelor's degree in a related field or equivalent experience is required. A minimum of 10 years' experience in wealth management, advisement, or a related field is necessary. FINRA Series 7 and 63 licenses, along with VA Life & Health license, are preferred.



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