Legal Staff Legal Administrator in Dallas, TX

In-House

Dallas, TX

Legal Staff Legal Administrator in Dallas, TX

Legal Staff

5-7 yrs required

No

Job Title: Legal Wealth Advisor II

Job Responsibilities:
A Legal Wealth Advisor II is tasked with the origination and ongoing management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms. This involves developing and retaining long-term, profitable client relationships. The advisor is responsible for managing a book of clients, which typically generates in revenue, with a focus on family wealth relationships of tenured partners within client firms.

Key responsibilities include:
- Developing an annual business plan that incorporates marketing and client acquisition strategies alongside a service delivery plan for clients and prospects.
- Proactively generating new business through leads and referrals, marketing efforts, personal introductions from clients, and professional networking.
- Acting as the representative of the private practice within firm relationship teams for assigned firms.
- Identifying and channeling opportunities for clients and prospects while delivering the comprehensive resources of the bank.
- Leading the WRAP process for advice delivery, conducting relationship strategy sessions as needed, and delivering the Legal Specialty Group’s value proposition.
- Documenting all client interactions in a CRM system.
- Maintaining visibility within the local legal market by attending events and participating in legal-focused non-profits.
- Supporting teammates through collaborative strategies and teamwork.
- Developing processes to mitigate risk, with an emphasis on operational, regulatory, and reputational environments.
- Fostering personal and professional growth through education seminars, conference attendance, and other continuing education activities.

Education and Experience Information:
Required Qualifications:
- A Bachelor’s Degree is necessary.
- Candidates should possess 5-7 years or more of banking experience in portfolio-oriented roles.
- FINRA Series 7, Series 66, Life, Health, and Variable insurance licenses, and SAFE Act registration are required. Candidates must transfer or acquire all necessary registrations and licenses within 60-90 days from their start date.
- Extensive knowledge of banking products and services, as well as corporate and private banking arenas.
- The role requires meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
- Proven success in acquiring new personal client relationships and meeting sales goals.
- A solid understanding of wealth management and financial planning for high net worth individuals and families.
- Strong consultative and client management skills with the ability to sell a wide range of products and services.
- Excellent oral, written, presentation, and client service skills.
- Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams.
- A solid understanding of the legal profession and strong knowledge of Microsoft Office products.

Preferred Qualifications:
- A CFP, CTFA, CDFA, or similar designation. An MBA or other advanced post-graduate degree is preferred.

Salary Information:
The text does not provide specific salary information for the Legal Wealth Advisor II position. However, it mentions that all regular employees working 20 hours or more per week are eligible for benefits. These benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Employees also receive no less than 10 days of vacation and 10 sick days during their first year of employment, along with paid holidays. Depending on the position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Specific benefits available for any non-temporary position will be detailed further in the hiring process.

Company is an Equal Opportunity Employer and maintains a Drug-Free Workplace policy. They do not discriminate based on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law.