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Wealth Management Advisor in Green Bay, WI at PointOne Recruiting Solutions

Date Posted: 11/18/2018

Job Snapshot

Job Description

Category: Banking & Financial ServicesJob Location: Green Bay, WI

Our client is a Regional Bank with a highly successful Wealth Management Department. The Wealth Management Advisor will play an active part in the department’s continued growth through business development efforts and expertise when servicing current relationships.

Responsibilities:

Properly manage each account through ongoing communication to assess client’s needs in order to ensure they are receiving the best service and refer to the appropriate specialist when needed.

Provide the client with the appropriate solutions based on their needs and goals in order to maximize their objectives.

Maintain education on the client’s goals and strategy in regards to their account and properly educate them on the bank’s investment philosophy.

Partner with the Investment team to ensure appropriate investments on each account. 

Stay abreast of the changes in regulations and ensure those changes are properly communicated.

Qualifications:

Bachelors Degree in Business

7-10 years’ experience within Wealth Management

JD, CTFA and CPF are highly desirable