Position Description

Sr. Private Client Wealth Advisor
Location Phoenix, AZ
# of openings 1
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Job Summary:

The primary duties for the Sr. Private Client Wealth Advisor include developing new and managing select High Net worth and Ultra High Net Worth Private Client customer relationships. This position serves as the trusted advisor and team coordinator to Private Client customers by challenging and collaborating with them to articulate and achieve their wealth goals. The Advisor creates teams of highly credentialed specialists to provide wealth planning, tax planning, investments, private banking, risk management, and trust services & ensures delivery and execution of Private Client experience and client service standards

Primary Functions and/or Responsibilities:

• New Sales: Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

• Oversee a select book of developed High Net Worth customer relationships

• Continually monitors and evaluates client needs to identify opportunities to expand and deepen customer relationships

• Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives.

• Collaborates with a customized team of specialists to deliver high-quality client service

• Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management

• Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals

• Serve as primary customer contact for select clients to resolve problems in a timely and effective manner

• Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics

• Manages overall profitability of client relationship

• Accountable for implementation of recommendations delivered to client

• Actively participates within professional and community organizations

• Actively networks and effectively builds relationships internally and externally

• Other duties as assigned

Education and/or Experience:

• College degree in Business Management, Marketing, Sales, Finance, Investments, Business related field and/or direct business experience required

• Master of Business Administration, Certified Financial Planner, Chartered Financial Analyst, Certified Public Accountant or Juris Doctorate or other industry certifications preferred

• 6+ years of successful Private Client sales experience including relationship management

• Financial planning experience preferred

Specific Skills, Knowledge & Abilities:

• Trust and Estate and Wealth Planning

• Thought leader

• Team player

• Public Speaking

• Strong sales skills

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

 

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