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Years of Experience
Date Last Verified
ProfileWealth Planner III FFA The candidate will be responsible for developing relationships with clients and prospective clients to provide comprehensive financial planning and strategies to facilitate the growth of company Financial Advisors. Develops financial plans for the most complex ultra high net worth families, high net worth, individuals and business owners with complex financial challenges in developing financial plans and strategies for complex client circumstances. Responsible for assisting in the efficient and effective operation of the Advanced Planning Group. Serves as a technical, marketing and developmental resource in matters of estate and financial planning, for prospects and high net worth client relationships. Prepares financial plans, including to cash flow, investments, insurance, estate planning, tax planning, and retirement planning, for clients and prospects. Direct client interaction expected, including presentation of financial plans. Assists more junior planning group employees in planning efforts. Assists in training of new employees. Ensures the efficient and effective operation of the designated area. Providing direction and guidance to direct reports in the more complex phases of their duties and responsibilities. Conducting performance appraisals, makes salary review recommendations, responsible for participating in staffing activities such as interviewing, hiring recommendations, employee counseling. Retain, expand and broaden existing client relationships by identifying cross sell opportunities for company services and collaborating across company Financial to achieve results. Develop relationships with internal and external centers of influence to facilitate an effective referral network of new prospects. Participates in community and business activities to enhance the image and position of company Bank, N. A. Achieve annual sales goals. Act as a mentor and trainer for Wealth PlannersAct as a technical resource for other Relationship Managers for certain administrative, leadership or management functions as assigned by the Relationship Team Manager. Lead the delivery of a consistent and integrated client experience through superior execution against company’s value proposition. Achieve consistent delivery of planning to clients and prospects. Coordinate service execution with internal partners to ensure seamless service delivery and maintain client satisfaction. Develop activities and initiatives to retain and expand client relationships and increase fee revenue to company Financial Advisors through planning. Ensure assigned accounts are administered within the terms and conditions of the governing account documents. Complete all required reviews and reports in a timely and accurate manner. Review and analyze assigned accounts for their efficient and effective operation. Advising clients, both employee and corporate, concerning the design and administration of assigned accounts. Deals with client contacts, and others to maintain their confidence without compromising trust principals or company Bank, N. A. ’s fiduciary responsibility. Confers with client contacts to respond to routine and general inquiries concerning trust services, investments and administrative matters, and handles routine problems and requests raised by them while referring problems which exceed authority to superiors. Should have Doctor of Jurisprudence Degree or equivalent experience. Specialty: From an American Bar Association accredited law school is preferred. Master Degree or equivalent experience. Must be certified Financial Planner. Specialty: Business administration or taxation is preferred. 7+ years Financial planning or comparable professional is required.
Requisition ID: 2017-7260