At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
The Wealth Advisor is responsible for account management, business development, investment management, and consultative selling.
A successful candidate will have:
- A demonstrated ability and drive to build networks inside and outside the workplace
- Strong communication skills
- The ability to work collaboratively with others to meet shared objectives
- An understanding of and commitment to our values
- Attitude and aptitude to engage in continuous development
Essential functions of the role:
- Account Management
- Maintain ongoing business relationships with an emphasis on high standards of personal service
- Review and interpret legal documents for administrative purposes
- Communicate with outside professionals and oversee filing of necessary court documents
- Introduce administrative matters to trust committee
- Document external assets and monitor investments for compliance
- Ensure that taxes are filed and expenses are paid on a timely basis
- Provide administration of Trust/Estate settlement
- Approve beneficiary distributions
- Conform with applicable state statutes and Uniform Trust Code
- Business Development
- Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income
- Develop and maintain referral networks with outside professionals
- Investment Management
- Establish and maintain client relationships
- Evaluate and respond to client needs
- Work with clients and team to develop an investment objective and strategy
- Apply fiduciary knowledge and judgment to fiduciary relationships
- Understand and comply with internal policies, processes, and procedures to effect prudent risk management and judgment
- Be knowledgeable of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
- Consultative Selling
- Qualify potential customers, build rapport, and establish trust with client
- Apply product and market knowledge by effectively presenting solutions to meet customer objectives
- Manage and document sales process
- Provide advice on a broad range of financial planning areas, including but not limited to, retirement planning, educational funding, estate planning, and tax strategies
Other duties as assigned within the scope and responsibility of the job
Requirements
- College degree or level of education that, together with industry experience, enables the applicant to meet the job requirements
- Two years of Trust Administration experience preferred
- Professional Designation is required and may include, but not limited to: CTFA, CFP, JD, CPA, and/or Graduate of National Trust School Program
- Legal, accounting, or financial planning experience preferred
- Proficiency with large server-based applications and typical desktop software
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at www.emprisebank.com.
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.
