Wealth Advisor III

Seven (7) years of successful investment and/or portfolio management experience; experience working with clients with complex investment management and financial planning needs
Relationship management experience with clients is required
Knowledge of investment solutions, risk management, asset allocation and program design
Demonstrated knowledge and use of financial planning software

Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
Generates sales leads through cross-function collaboration, centers of influence and personal contacts
Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
Coordinates unique portfolio requirements or client situations with FFB Investment Committee
Delivers annual investment reviews to clients. Communicates updates to FFB portfolio strategies to clients and prospects
Utilization of financial planning to drive client retention and acquisition
Serves on the FFB Investment Committee as client advocate and strategy consultant
Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines

Business development experience is a plus
Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
Experience in banking or financial services is preferred
Bachelor’s degree in Business or other related field of study
CFA/CFP is preferred
Demonstrated commitment to professional development
Demonstrated knowledge of industry practices and regulations