Attorney in Tampa, FL

In-House

Tampa, FL

Attorney in Tampa, FL

Non-practicing Attorney

Min 8 yrs required

No

Job Title: Wealth Management Advisor

Job Responsibilities:

- Serve as a trusted advisor and team coordinator to simplify complexity for Private Bank clients by collaborating with them to articulate and achieve their wealth goals.
- Create teams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services.
- Ensure delivery and execution of Private Bank experience and client service standards.
- Develop and prospect internal and external centers of influence to build and cultivate a pipeline of new client opportunities.
- Utilize Life360 Discovery process to profile clients and identify client needs that result in 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, continually monitoring and evaluating client needs to expand and deepen household relationships.
- Demonstrate proficiency in consultative and advice-driven sales, managing execution of client service standards to develop and retain lasting client relationships.
- Develop and strategically execute a personal business plan to achieve defined revenue and business objectives.
- Institute habits ensuring coordination of team in the consistent delivery of Private Bank experience standards.
- Collaborate with a customized team of specialists to deliver high-quality client service and ensure service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.
- Identify and refer opportunities for the utilization of advanced planning solutions.
- Coordinate and collaborate with client third-party advisors (., attorney, accountant) to ensure synergy of advisors' recommendations, consistent with client goals.
- Partner and leverage internal and external service providers to optimize effectiveness and efficiency.
- Act as the primary contact to resolve problems in a timely and effective manner.
- Provide clients with information regarding current trends and maintain a thorough knowledge of investment products, trading strategies, and market dynamics.
- Accountable for organizing, developing, and executing client reviews in accordance with service standards to ensure client needs are met (., Annual Client Reviews and quarterly updates).
- Manage the overall profitability of client relationships and ensure process information is recorded timely in CRM regarding status and activities.
- Drive continuous improvement by seeking ways to deepen relationships with clients through all areas of Private Bank and other appropriate Bancorp channels.
- Act as the primary point of contact for Centers of Influence (COI) within the Bank.
- Accountable for the implementation of recommendations delivered to clients.
- Lead the 90-day client onboarding process and work in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.
- Address developmental needs and knowledge gaps as requested by the manager and the Private Bank.
- Champion the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.
- Participate actively within professional and community organizations and effectively network and build relationships internally and externally of the Bank.

Education and Experience Information:

- Bachelor's degree or equivalent work experience required, with a preference for Business Administration, Finance, or Economics.
- Industry certification such as CFP, CFA, or CPWA is preferred and required within 24 months (36 months for CFA) of the start date to align with Private Bank practice management requirements.
- Professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for the industry certification requirement.
- Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines.
- Minimum of eight (8) years of successful sales/client service experience in the financial services industry.
- Must stay abreast and informed of regulatory and governmental changes that impact clients, working with specialists to keep up-to-date on services and solutions.
- Strong interpersonal negotiation, verbal and written communication, and presentation skills are essential.
- Demonstrated proficiency in the delivery of branded presentations, materials, and solutions.
- Effective problem-solving and analytical skills are required.
- Ability to use software including Word, Excel, PowerPoint, CRM, or related systems.
- This position requires . Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

Salary Information:

- Not specified in the text.

Working Conditions:

- Normal office environment with little exposure to dust, noise, temperature, and the like.
- Extended viewing of CRT screens.