Wealth Management Advisor

LocationSt Matthews, KY (East Louisville) 40207General Overview The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan.ResponsibilitiesAct as the client's main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition.Generate sales leads through collaboration with internal teams, centers of influence, and personal networks.Gather and analyze personal and financial data to assess the client's financial goals, objectives, and risk tolerance.Select and implement the Bank's asset allocation strategies aligned with client goals and risk preferences.Coordinate with the Bank's Investment Committee to address unique portfolio requirements.Conduct annual investment reviews with clients and provide updates on portfolio strategies.Utilize financial planning to enhance client retention and drive new business.Serve as a client advocate and strategy consultant on the Bank Investment Committee.Ensure compliance with regulatory investment review requirements and department policies for assigned accounts.RequirementsBachelor's degree or equivalent experience.5+ years in HCM support and 2+ years of management experience.3-5 years of payrolltimekeeping interface experience preferred.Strong communication, interpersonal, and customer service skills.Ability to manage a high-performing team, strategize, and meet deadlines.Proficient in Microsoft Office, with advanced Excel skills.Experience with file format conversions (CSV, PDF, XLS).Ability to think creatively, work independently, and collaborate with a team.PreferredExperience in business development is a plus.Excellent communication and presentation skills, with the ability to explain investment management and financial planning options to clients.Prior experience in banking or financial services is preferred.Bachelor's degree in Business or related field.CFA or CFP designation preferred.*** Pay: $100,000-124,000 (Compensation can vary depending on experience)

Created: 2024-11-02