Senior Wealth Management Advisor

1 week ago

Naples, Florida, United States Greenleaf Trust Full time $80,000 - $120,000 per year

WHO WE ARE

At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

SUMMARY

Responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives.

YOUR ROLE IN SERVING CLIENTS AND ASSISTING DIVISIONS

Meet with prospective and existing clients on a regular basis to maintain open communication on the status of their portfolio and other wealth management strategies within the relationship.

  • Create a wealth management plan for prospective clients which will serve as a framework to the relationship and highlight the objectives of the portfolio.
  • Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other abovementioned wealth management strategy techniques.
  • Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires.
  • Work closely with Client Centric Team (CCT) members to support client needs.
  • Participation in designated workgroups and projects as assigned.

DEI COMMITMENT

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

SECURITY RESPONSIBILITIES

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

MINIMUM EDUCATION / EXPERIENCE REQUIRED:

  • Bachelor's Degree and a minimum of 5 years of experience in financial or investment management.
  • Certified Financial Planner or Chartered Financial Analyst designation is preferred.

SYSTEM APPLICATIONS USED:

  • Office 365
  • M-Files
  • Salesforce
  • GWES

PHYSICAL REQUIREMENTS:

  • Responsible for focused work on computer.
  • Must be able to sit and work at a computer, make phone calls, schedule and participate in video conferences, phone, and in person meetings.

WORK ENVIRONMENT:

Professional, well-maintained office environment with ample lighting and ventilation.

OTHER:

  • The position may require full day or overnight travel, approximately 20% of time, to meet with clients outside of the general area.
  • Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

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