GrandRapidsRecruiter
the smart solution for Grand Rapids jobs

Wealth Management Advisor

Location: Grand Rapids
Posted on: June 8, 2018

Job Description:

GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams of highlycredentialedspecialiststo provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards.





ESSENTIAL DUTIES AND RESPONSIBILITIES:


.Sales:


oDevelops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.


oEffectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Brokerage, Loans, Deposits, Insurance, Estate Planning, and Wealth Planning.


oActs as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship.


oDemonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships.


oDevelops and strategically executes personal business plan to achieve defined revenue and business objectives.


.Client Experience:


oInstitutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards.


oUtilizes the Life360 process when working with team members to deliver advice based solutions.


oCollaborates with a customized team of specialists to deliver high-quality client service.


oEnsures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.


oIdentifies and refers opportunities providing for the utilization of advanced planning solutions.


oCoordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors'' recommendations, consistent to client goals.


oPartners and leverages internal and external service providers to optimize effectiveness and efficiency.


oAs primary contact, resolves problems in a timely and effective manner.


oProvides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics.


oAccountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360processtocontinually challenge and collaborate with the client to articulate and achieve their goals.


oManages overall profitability of client relationship.


oEnsures process information recorded timely in CRM regarding status and activities.


oDrives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels.


oActs as primary point of contact for COI within Bank.


oAccountable for implementation of recommendations delivered to client.


oLeads the 90-day client on-boarding process.


oWorks in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives.


oAddresses developmental needs and knowledge gaps as requested by manager and the Private Bank.


oChampions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups.


.Other:


oExperienced operating in an environment that stresses both individual accountability and team-based performance.


oExhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.


oDisplays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority.


oSupports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results.


oActively participates within professional and community organizations.


oActively networks and effectively builds r

Keywords: , Grand Rapids, Wealth Management Advisor, PR / Public Relations, Grand Rapids, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other PR / Public Relations Jobs


CSR / Teller - Oshtemo BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Kalamazoo
Posted on: 06/8/2018

Mortgage Loan Originator-Lansing
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: East Lansing
Posted on: 06/8/2018

CSR / Teller - Cascade BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Grand Rapids
Posted on: 06/8/2018


Retail Licensed PB (i) - Westwood
Description: font face Arial GENERAL FUNCTION: A sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention (more...)
Company:
Location: Kalamazoo
Posted on: 06/8/2018

CSR / Teller - Woodbridge BC - Full Time
Description: font face Arial br p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service (more...)
Company:
Location: Portage
Posted on: 06/8/2018

Time Deposits Processor-Verifier
Description: font face Arial GENERAL FUNCTION: Under minimal supervision, this position is responsible for a variety of functions including CD/IRA reconciliation and IRA verification for all affiliates within the (more...)
Company:
Location: Grand Rapids
Posted on: 06/8/2018

Mortgage Loan Originator-Midland
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Midland
Posted on: 06/8/2018

Assoc Commercial Rel Mgr
Description: font face Arial GENERAL FUNCTION: Provide support to a number of existing relationship managers in their daily duties in underwriting and monitoring credit existing and proposed credit requests, providing (more...)
Company:
Location: Grand Rapids
Posted on: 06/8/2018

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Mishawaka
Posted on: 06/8/2018

Financial Center Manager II - Battle Creek Capital
Description: font face Arial GENERAL FUNCTION: Responsible and accountable for directing and administering a financial center with generally more than 30 million in core deposits and generating more than 700,000 (more...)
Company:
Location: Battle Creek
Posted on: 06/8/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Michigan jobs by following @recnetMI on Twitter!

Grand Rapids RSS job feeds