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Senior Wealth Advisor

Position ID: JMS/WVwealth
Location: Charleston WV

Senior Wealth Advisor

 

Our client is a well-respected regional bank with a rich history in the Southeast and $13B in assets. With branches in six states, the bank is in solid growth mode with strong wealth and private wealth operations.

 

They are looking for a Senior Wealth Advisor to:

  • Maintain a book of high and ultra-high net worth clientele
  • Understand all banking business lines (Investment Management, Trust and Tax Planning, Financial Planning, Private Banking and Lending Services)
  • Identify the needs and different banking opportunities for clients, then work with a specialist in that area and be the quarterback for the entire process
  • Establish external and internalCOI’s for business development, cross selling and relationship management.
  • Assist with financial plans for clients in the areas of investments, tax, retirement, education, insurance, and estate planning

 

The desired candidate will possess:

  • 5+ years' experience with strong knowledge of banking products
  • Proven ability to network with and leverage centers of influence to drive business
  • CFP desired and/or willingness to obtain securities and insurance licensing
  • Energetic personality and good presentation/marketing skills a plus

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/WVwealth in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/WVwealth 

 

NO CALLS PLEASE

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