Starting Base Salary Range: $100,000 - $120,000 plus bonus and incentives.
Additional Information:
Hybrid/Remote is allowed.
Internal Number: 1123
Job Summary:
The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting. This role will frequently engage with internal business partners, referral resources and others found to be influential within the community. This position will have revenue growth and new business development sales goals and will work closely with administrative team to consistently exceed client expectations while exceeding relationship management goals.
Primary Functions and/or Responsibilities:
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities
Oversees a select book of developed High Net Worth customer relationships
Continually monitors and evaluates client needs to identify opportunities to expand and deepen customer relationships
Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives
Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management
Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals
Serves as primary customer contact for select clients to resolve problems in a timely and effective manner
Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics
Manages overall profitability of client relationships
Accountable for implementation of recommendations delivered to client
Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally
Performs other duties as assigned
Education and/or Experience:
College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field preferred
Advanced degree, such as an MBA or JD, is preferred.
Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other industry certifications) are strongly preferred
At least six years of successful Private Client sales experience including relationship management required, including experience managing fiduciary responsibilities and planning based sales models, is preferred
Experience with account compliance and risk mitigation responsibilities preferred
Four-year college degree in a related field preferred OR an 8 - 10 years equivalent combination of education and experience
Specific Skills, Knowledge & Abilities:
Advanced knowledge of Trust and Estate and Wealth Planning
Strong understanding of asset allocation and goal based investment management
Demonstrated ability to effectively manage high profile client relationships
Demonstrated ability to follow written and oral instructions
Demonstrated ability to network and build referral partners
Demonstrated ability to make sound and effective decisions
There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.