Legal Staff Legal Administrator in Miami, FL

In-House

Miami, FL

Legal Staff Legal Administrator in Miami, FL

Legal Staff

5-7 yrs required

No

**Job Title:** Legal Wealth Advisor II

**Job Responsibilities:**

A Legal Wealth Advisor II is tasked with managing and expanding a portfolio of clients primarily consisting of small to mid-sized law firms and attorneys. The role focuses on the origination and ongoing management of a profitable mix of loans, deposits, fee income, and non-interest income. The advisor is part of the Legal Specialty Group, which is dedicated to providing financial advice and solutions to attorneys and law firms. The aim is to develop and retain long-term, profitable client relationships within the legal community.

Key responsibilities include:

- Managing a client portfolio typically generating in revenue, with a focus on family wealth relationships of tenured partners within client law firms.
- Developing an annual business plan that includes marketing and client acquisition strategies, as well as a service delivery plan for both existing clients and prospects.
- Proactively acquiring new business through leads, referrals, and personal introductions, and through networking in the areas of deposits, loans, and investments.
- Acting as the primary representative of private practice within the Legal Specialty Group for assigned law firms.
- Identifying opportunities for clients and prospects and delivering comprehensive banking resources.
- Coordinating and leading the WRAP process for advice delivery, conducting relationship strategy sessions, and delivering the Legal Specialty Group's value proposition.
- Documenting all client interactions in the CRM system.
- Maintaining visibility in the local legal market through event attendance and participation in legal-focused non-profits.
- Supporting team members through collaborative strategies and teamwork.
- Developing processes to mitigate risk, focusing 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 required.
- 5-7 years or more of banking experience in portfolio-oriented roles.
- Must have FINRA Series 7, Series 66, Life, Health, and Variable insurance licenses, and SAFE Act registration. These must be transferred within 60 days from the start date or acquired within 90 days from the start date.
- Extensive knowledge of banking products and services, and experience in corporate and private banking.
- Satisfies regulatory requirements, including those set by the Loan Originator Compensation rule of the Truth in Lending Act.
- Proven success in acquiring new personal client relationships.
- Demonstrated experience in meeting sales goals and delivering on client needs.
- 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.
- Solid understanding of the legal profession.
- Strong knowledge of Microsoft Office Products.

**Preferred Qualifications:**

- Certifications such as CFP, CTFA, CDFA, or similar designations.
- An MBA or other advanced post-graduate degree.

**Salary Information:**

The text does not provide specific salary information for the Legal Wealth Advisor II position. However, it does mention the general description of benefits available to eligible employees. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Employees also receive vacation time, sick days, and paid holidays. Depending on the position and division, additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

**Additional Information:**

The company is an Equal Opportunity Employer, adhering to non-discrimination policies based on race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law. The company maintains a Drug-Free Workplace and participates in E-Verify.