Job Information
Job Order ID :
WI3791608
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40
Job Description
JOB REQUIREMENTS: Overview The Wealth Fiduciary Advisor is responsible
for developing new relationships by delivering exceptional advice to
high net worth client relationships. The ability to balance new business
activities and servicing of existing relationships will be critical in
this role. Key Responsibilities Ongoing development and execution of an
individual business plan to achieve new business development, client
referral and retention objectives. Responsible for significant new
business resulting in revenue growth. Deliver a distinctive client
experience that leverages our unique value proposition through providing
fiduciary expertise, investment management, financial planning and
advisory services. Understand client\'s financial objectives utilizing a
purposeful discovery process and financial planning approach.
Responsible for accurately opening and closing of accounts within Trust
operating systems; including tracking of incoming/outgoing transfer of
assets and cash. Fiduciary Advisors provide expertise including but is
not limited to: Estate valuations, insurance claim processing, Will
File, Vault and Vault procedure, probate, insurance trusts and other
post death Clearly communicate financial solutions and effectively
overcome objections. Assemble collaborative teams of specialists to
deliver comprehensive advice and solutions spanning insurance,
brokerage, mortgage and commercial banking. Match prospect needs with JB
Wealth solutions, including but not limited to Estate Planning & Trust,
Investment, Succession Planning and Post-Death services, resulting in
new business. Establish wealth strategy to include; implementation,
maintenance, communication. 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.
Sales - Advising and Servicing Clients Execution of our comprehensive
sales process which includes successful prospecting, planning and
gaining new business. Knowledge of full portfolio of JFG products and
services; actively cross-sells full breadth and depth of products.
Responsible for meeting or exceeding sales, cross-sales and referral
goals. Actively call/joint call on identified target segments,
prospects, centers of influence, etc. to lead new business development
and client acquisition efforts. Expand new and existing relationships by
advising and recommending appropriate solutions that will exceed client
expectations. Develop and maintain strong working relationships with
business partners to expand customer relationships across all lines
of\... For full info follow application link. Equal Opportunity Employer
of Minorities, Females, Protected Veterans, and Individuals with
Disabilities \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/BF3436727BE5453C
Company Information
Name :
JOHNSON BANK
Application Information