Attorney in Nashville, TN

In-House

Nashville, TN

Attorney in Nashville, TN

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Wealth Management Advisor II

Job Responsibilities:
- Serve as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals.
- Develop and manage a team of specialists to provide wealth planning, investments, private banking, risk management, and trust services.
- Ensure delivery and execution of the Private Bank experience and client service standards.
- Be responsible and accountable for risk management by following policies and procedures, and ensuring actions drive a positive customer experience.
- Develop and prospect internal and external centers of influence to build and cultivate a pipeline of new client opportunities.
- Use the Life360 Discovery process to profile clients and identify needs related to assets under management (AUM), loans, deposits, estate planning, and wealth planning.
- Act as the Core Team Member for One Bank to identify opportunities with new and existing bank customers, and expand and deepen household relationships.
- Demonstrate proficiency in consultative and advice-driven sales; manage execution of client service standards to develop and retain lasting client relationships.
- Develop and execute a personal business plan to achieve defined revenue and business objectives.
- Coordinate the team to consistently deliver Private Bank experience standards and utilize the Life360 process with team members to deliver advice-based solutions.
- Collaborate with a customized team of specialists to deliver high-quality client service and meet service standards and metrics.
- Identify and refer opportunities for advanced planning solutions.
- Coordinate and collaborate with client third-party advisors, such as attorneys and accountants, to ensure synergy of recommendations consistent with client goals.
- Optimize effectiveness and efficiency by partnering with and leveraging internal and external service providers.
- Act as the primary contact to resolve client problems in a timely and effective manner.
- Provide clients with information on current trends and possess thorough knowledge of investment products, trading strategies, and market dynamics.
- Organize, develop, and execute client reviews to ensure client needs are met, and use the Life360 process to help clients articulate and achieve their goals.
- Manage the overall profitability of client relationships and ensure timely recording of process information in CRM.
- Drive continuous improvement by seeking ways to deepen relationships with clients through all areas of the Private Bank and other appropriate channels.
- Act as the primary point of contact for Centers of Influence within the bank.
- Implement recommendations delivered to clients and lead the 90-day client onboarding process.
- Collaborate with team members to ensure alignment and exchange of necessary information and resources.
- Address developmental needs and knowledge gaps as requested by the manager and the Private Bank.
- Promote high-performing workgroups by championing the Bancorp Vision and Core Values.

Education and Experience Information:
- Bachelor's degree or equivalent work experience required; Business Administration, Finance, or Economics is preferred.
- Industry certifications such as CFP, CFA, or CPWA are preferred and required within 24 months (36 months for CFA) of the start date to align with Private Bank practice management requirements. Juris Doctorate (JD) and/or Certified Public Accountant (CPA) designations are also acceptable.
- Appropriate state life and health insurance licenses are required in accordance with licensing guidelines.
- Minimum of eight years of successful sales/client service experience in the financial services industry.
- Stay informed of regulatory and governmental changes that impact clients and work with specialists to keep up-to-date on services and solutions.
- Demonstrate strong interpersonal negotiation, verbal and written communication, and presentation skills.
- Proficiency in delivery of branded presentations, materials, and solutions.
- Effective problem-solving and analytical skills.
- Computer/Technical: Ability to use software including Word, Excel, PowerPoint, CRM, or related systems.
- SAFE Act registration is required at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Salary Information:
- Not specified in the text.