Wealth Business Development Officer

The Wealth Advisor is responsible for developing new relationships, growing quality client relationships and enhancing client satisfaction by providing sound financial guidance to high-net-worth clients.

Key Responsibilities

• Responsible for coordinating a consistent client service experience and delivering overall financial advisory guidance to sustain new business development, client referral and retention objectives.
• Responsible for managing the onboarding of new clients.
• Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach.
• Responsible for accurately opening and closing of accounts within Wealth operating systems; including tracking of incoming/outgoing transfer of assets and cash.
• Responsible for special client needs such as cash requirements and reserves, tax planning, distribution analysis, general financial, investment, insurance and estate planning.
• Frequent contact with clients designed to enhance the client relationship and provide impeccable client service. Clearly communicate financial solutions and effectively overcome objections.
• Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment.
• Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship.
• Complete, timely and accurate documentation of client relationship.

Job Requirements - Education, Knowledge and Skills

• Bachelor's Degree and 5+ years experience working with clients in a financial planning setting. A combination of appropriate education and experience will be considered.
• Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
• Knowledge of investment management and financial planning.
• Series 65/66 or IA equivalent. Industry specific professional designations highly desired; CFP, ChFC, CPA.
• Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.