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Wealth Advisor - Wealth Management
Location:
Cockeysville, MD
Description:
The PeoplesBank Wealth Management Team provides full-service trust, investment, and financial solutions enabling our clients to achieve their dreams and goals. As a Pohl Consulting recognized "Top Performer" in overall performance among more than 100 trust firms nationally, our Wealth Management group offers a suite of wealth management products and services that rival our larger competitors, while maintaining the local connections of a community bank. We are excited to be growing our Wealth Management Team in Maryland, with opportunities for not only a Wealth Advisor, but a Wealth Relationship Manager and a Financial Advisor. For more information about the other Wealth Management opportunities, please see our full listing of opportunities here . As a Wealth Advisor , you will be responsible for identifying, developing and meeting with prospective wealth management clients to develop new business and recurring revenue for the Wealth Management Division. Leveraging your business and personal contacts and working closely with internal business partners in Retail, Commercial Banking, Mortgage Banking, and other appropriate areas, you will identify client needs and offer customized, sophisticated, and effective financial solutions. Key responsibilities include: Development and expansion of banking relationships with high net worth and other targeted clients through effective business development efforts and by tailoring financial solutions to satisfy specific needs. Maintains relationships all internal business partners, participating in joint calls, following through on referrals, attending business partner meetings, and providing education regarding wealth products and service to enhance referral opportunities. Responds to Requests for Proposal requests for wealth services, presents bank product materials to prospective client or designated liaisons, and consults with clients, their attorneys, and CPA's and other financial advisors to customize their appropriate wealth plan. Creates and maintains financial plans for client relationships. Maintains current in-depth knowledge of a full range of trust-oriented and wealth management services (e.g. personal trusts, wills, investment management, financial & estate planning, 401k's and insurance). Works collaboratively with other members of the wealth team, including Relationship Manager and Portfolio Manager in managing the ongoing client relationship, including participating in ongoing client meetings. Ensures compliance with internal control procedures, department policies and procedures and regulatory requirements. Updates knowledge and develops professionally on a continuing basis. Attends all required training and remains current on all bank products, programs, pricing, underwriting guidelines, procedures, and documentation requirements. Qualified candidates will have: Bachelor's degree in business, finance or related. Minimum of 5 years wealth management sales experience including demonstrated success in proactive business development. Demonstrated knowledge of fiduciary products and services (e.g. personal trusts, wills, investment management, financial consulting, estate planning, including fee structures and documentation). Preferred candidate would have the Series 6, 7, 63, Life and Health Insurance Licenses as well as CFP designation. If you are ready to unleash your Peoples potential and help your clients achieve their dreams and live confidently, please review the full job description and apply below! Job Posted by ApplicantPro
Company:
Peoplesbank
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Wealth Advisor - Wealth Management
Wealth Advisor - Wealth Management is a Executive Manager Job at Peoplesbank located in Cockeysville MD. Find other listings like Wealth Advisor - Wealth Management by searching Oodle for Executive Manager Jobs.
Wealth Advisor - Wealth Management is a Executive Manager Job at Peoplesbank located in Cockeysville MD. Find other listings like Wealth Advisor - Wealth Management by searching Oodle for Executive Manager Jobs.