Wealth Advisor IV
Essential Duties and
Responsibilities:
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. As primary point of contact, integration and responsibility for affluent clients, sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to affluent clients. Deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Meet revenue growth, profitability and retention goals by developing new clients and expanding services and marketing new products to existing clients. Successfully participate in the BB&T Decathlon sales management process.
4. Establish and maintain excellent working relationships with various product and service specialists (Integrated Relationship Management partners) who are designated to support client service and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing client portfolio.
5. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (e.g. Business Services Officer (BSOs)), Corporate Bankers, local advisory board members), and external partners such as Certified Public Accountant (CPAs), attorneys, civic associations and other individuals and organizations that will enhance business development efforts.
6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, attorneys and CPAs.
7. Work within the existing audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
8. Provide mentoring to less experienced BB&T Wealth staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.
9. Participate in the ongoing implementation and development of the BB&T Wealth program.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in personal financial planning, investment management, business, accounting, finance or banking, or equivalent education and related training
2. Seven years of progressively responsible banking, investment and personal financial planning/advisory related experience with significant experience in affluent client relationship management and business development with complex client cases
3. Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
4. Very strong interpersonal, sales and relationship management skills
5. Very strong written, verbal and presentation skills
6. Industry applicable licenses such as Financial Industry Regulatory Authority (FINRA) Series 7 and 63, 65 or 66
7. Completion of professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA)
8. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
9. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
10. Ability to travel, occasionally overnight
Desired Skills:
1. Completion or enrollment in graduate-level banking school
2. Completion of established leadership development program such as BB&T's Leadership Development Program (LDP)
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. As primary point of contact, integration and responsibility for affluent clients, sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to affluent clients. Deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Meet revenue growth, profitability and retention goals by developing new clients and expanding services and marketing new products to existing clients. Successfully participate in the BB&T Decathlon sales management process.
4. Establish and maintain excellent working relationships with various product and service specialists (Integrated Relationship Management partners) who are designated to support client service and development efforts. Ensure an integrated and seamless approach to developing, servicing and enhancing client portfolio.
5. Establish and maintain mutually beneficial business relationships with centers of influence such as internal regional partners (e.g. Business Services Officer (BSOs)), Corporate Bankers, local advisory board members), and external partners such as Certified Public Accountant (CPAs), attorneys, civic associations and other individuals and organizations that will enhance business development efforts.
6. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, attorneys and CPAs.
7. Work within the existing audit, compliance and regulatory framework to ensure a high-quality, compliant portfolio of client relationships.
8. Provide mentoring to less experienced BB&T Wealth staff in support of establishing an extraordinarily high level of professionalism, client service and responsiveness.
9. Participate in the ongoing implementation and development of the BB&T Wealth program.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in personal financial planning, investment management, business, accounting, finance or banking, or equivalent education and related training
2. Seven years of progressively responsible banking, investment and personal financial planning/advisory related experience with significant experience in affluent client relationship management and business development with complex client cases
3. Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
4. Very strong interpersonal, sales and relationship management skills
5. Very strong written, verbal and presentation skills
6. Industry applicable licenses such as Financial Industry Regulatory Authority (FINRA) Series 7 and 63, 65 or 66
7. Completion of professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA)
8. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
9. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
10. Ability to travel, occasionally overnight
Desired Skills:
1. Completion or enrollment in graduate-level banking school
2. Completion of established leadership development program such as BB&T's Leadership Development Program (LDP)
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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