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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Finance - General
Trusts and Estates
Min 3 yrs required
Wealth Strategist II The candidate will develop, consult on and implement tax, estate and financial plans for clients. Collaborate with other more-senior planning resources on matters of greater complexity and specific subject matters. Partner in the acquisition of new clients. Retain, expand and deepen existing relationships. Conduct and review research, as appropriate, and develops tax, estate and financial analyses and plans. Make generally accepted recommendations to team and may make recommendations to clients. May provide direction to associates. Retain and grow assets under management by working with clients, prospective clients, and Centers of Influence and providing advice and implementation. Identify solutions and company services as cross-selling opportunities to enhance existing client relationships. Develop new client relationships through networking, prospecting and referrals. Assess and effectively manage all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework. JD, CFP or CPA preferred. 3+ years of Wealth Planning experience needed. CFP preferred. Knowledge: of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions; of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations; insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations; of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations required. Understanding: of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors; of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions required.
Job ID: 263959BR
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