Wealth Advisor

Summary

The Wealth Advisor I supports senior advisors in delivering comprehensive wealth management services to high-net-worth clients, families, and business owners. This entry-to-mid-level role focuses on assisting with client relationship management, financial planning, investment analysis, and business development activities. The Wealth Advisor (I) will gain hands‑on experience working with seasoned advisors and internal specialists while developing the technical skills, relationship management capabilities, and industry knowledge necessary to grow into a senior advisory position.

• Support the development of client financial plans, investment reviews, and wealth strategies.
• Respond to routine client requests, inquiries, and service needs in coordination with internal partners.
• Build trust and credibility with clients by demonstrating professionalism, responsiveness, and discretion.

• Conduct research, financial modeling, and investment analysis to support tailored client recommendations.
• Draft initial versions of proposals, financial plans, and estate or retirement scenarios under senior advisor, trust officer, and departmental manager’s guidance.
• Stay current on financial markets, investment solutions, estate planning concepts, and regulatory requirements.

• Assist in prospecting efforts by preparing materials, participating in calls/meetings, and following up with potential clients.
• Help maintain referral relationships with bank partners, attorneys, accountants, and centers of influence.
• Contribute to growth objectives by identifying opportunities to deepen client relationships across bank services.

• Maintain accurate client records, documentation, and compliance files.
• Partner with trust officers, portfolio managers, and service specialists to deliver seamless service.
• Support senior advisors in special projects, presentations, and client events.

• Treat people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
• Completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the Bank through outside activities.
• Performs the position safely, without endangering the health or safety of themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

• Education:
  
  Bachelor’s degree required (Finance, Business, Accounting, or related field preferred).
• Certifications:
  
  Working toward CFP®, CFA®, or CTFA designation encouraged.
• Experience:
  • 1-4 years of experience in wealth management, financial planning, investments, or related financial services.
  • Experience working directly with clients or in a support/advisory capacity preferred.
• Skills:
  • Strong analytical and financial modeling skills.
  • Excellent communication, interpersonal, and client service skills.
  • High attention to detail with ability to manage multiple priorities.
  • Team-oriented with a desire to learn and grow within the wealth management industry.
  • Proficiency with Microsoft Office, financial planning software, and CRM platforms.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.