Private Banking Advisor II - Charleston, WV

Overview

This role supports Wealth segment clients by deepening relationships centered on banking, credit, and insurance. Working within a virtual environment, the Wealth Private Advisor serves as the point of contact for Private Client Group Financial Advisors (FAs) in assigned regions.

The advisor coordinates with Private Client Group FAs to deliver wealth banking and credit solutions for clients with over $1MM in investments. In partnership with FAs, the role identifies and fulfills banking and credit solutions where the FA acts as the Primary Relationship Advisor.

Responsibilities

• Partner with Private Client Group FAs to deliver wealth banking and credit solutions for clients with +$1MM in investments.
• Develop and deliver video (primary) and in-person presentations to small and large groups to demonstrate and train on the value of the Wealth Private Advisor relationship with internal and external partners.
• Use business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies by recommending financial solutions.
• Help FAs and clients set and prioritize goals; develop customized solutions; set progress timelines to implement multiple strategies and/or solutions; ensure follow-up.
• Coordinate information gathering, development, and delivery of financial profiling with FAs, clients, and potential clients.
• Liaise between clients and appropriate internal/external partners to implement solutions and recommendations.
• Monitor, maintain, and update sales activity, pipeline, and related information using the bank’s client relationship management (CRM) system.
• Proactively call within the assigned region with IRM partners on identified key IRM partnerships.
• Educate clients and FAs on wealth credit and banking solutions; recommend solutions that support clients’ financial goals.
• Ensure credit and banking solutions are delivered and serviced with a “perfect client experience.”
• Build relationships with Complex and Team Directors in the assigned region, as well as PCG FAs.
  • Develop and execute training for FAs on value and referral processes.
  • Create ongoing two-way feedback loops with Complex Directors and PSG FAs.
• Work within existing audit, compliance, and regulatory frameworks to maintain a high-quality, compliant book of business.

Requirements

• Results oriented with a proven track record of motivating and influencing others to accomplish objectives.
• Proven track record of consultative communication and relationship-building skills resulting in client service, fulfillment, and delight.
• Highly motivated self-starter with strong work ethic and ability to convey a sense of urgency to achieve business goals and exceed expectations.
• Excellent verbal, written, and phone communication skills, with demonstrated leadership ability.
• Ability to handle ambiguity and adapt to a changing environment.
• Respected business partner who can demonstrate added value to the broader team and diplomatically handle conflict.
• Demonstrated ability to engage and foster effective revenue-generating IRM partnerships.
• Team player who can translate knowledge and experience into strong productive relationships internally and externally.
• Stay abreast of changing economic, legal, financial planning, investment trends, and general market/business issues impacting High Net Worth clients.
• Serve as a personal financial advisory resource for clients, their attorneys, and CPA’s.
• Education/experience: 4-year degree; 10–15 years of demonstrated leadership ability; and either:
  • 8–10 years of direct sales experience in Financial Services, or
  • 10–15 years of sales experience in a related industry.
• FINRA licensing: 7, 63 and insurance life and health.
• Must be able to partner well internally.
• Language fluency: English (Required).

Preferred Qualifications

• CFP, CFA, Master’s Degree.

Compensation & Benefits

• Regular employment.
• Eligible regular teammates working 20 hours or more per week may participate in benefits (eligibility for specific benefits may vary by division).
• Benefits may include: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
• Time off: no less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year, along with 10 sick days (also prorated) and paid holidays.
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Location

• 1st shift (United States of America)

Equal Opportunity

The employer is an Equal Opportunity Employer and does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. The workplace is drug free.

Application Accommodation

If you have a disability and need assistance with the application, you can request reasonable accommodation.