Sr. Private Client Wealth Advisor

Job Summary:

The Sr. Private Client Wealth Advisor develops new client relationships and manages 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
• May be responsible for direct reports in the PHX location(s)
• 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
• At least six years of successful Private Client sales experience including relationship management required
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

• Advanced knowledge of Trust and Estate and Wealth Planning
• Must be a thought leader and a team player
• Strong public speaking skills
• Strong interpersonal skills
• Strong negotiation skills

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.  Including Base Salary, Sales Incentives and Internal Referral Incentives total compensation should exceed $230,000. 

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”