Current Opportunitie

Wealth Management Fiduciary Advisor

Wealth Management Fiduciary Advisor

Job Location : Atlanta, GA

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Job Description:

  • Primary contact for coordination for Investment & Fiduciary Services: serves as subject matter expert in Fiduciary advice.
  • Delivers advisory based services to clients with moderately complex Wealth Management (WM) planning needs in collaboration with clients, partners Centers of Influence.
  • Grows/retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge (asset allocation, multiple asset class usage, risk management) and client acquisition skills.
  • Acquires new high net worth (HNW) and ultra-high net worth client relationships through wealth planning, consistent profiling on the 12 WM Issues, and needs assessment.
  • Conversant in all aspects of Specialized Wealth Services (SWS).
  • FAS takes a full balance sheet approach when sourcing new business including identifying and referring new credit, deposit and brokerage opportunities.
  • Engages in WM issue conversations, tax transition strategies, introducing Wealth Planning Strategists for complex or comprehensive planning engagements and SWS Specialists for appropriate solutions.
  • Applies in depth knowledge of each of the 12 WM Issues, and needs assessment to evolve the advice cycle.
  • Focuses on wealth plans for clients with net worth of $1MM up to $5MM or as determined by regional management.
  • Introduces Wealth Planning Strategists for wealth plans above $5MM.
  • Collaborates with Center Administration team on compliance issues.
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a team member.
  • This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.
  • Individuals in position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications

  • 6+ years of Financial planning experience, estate planning experience, or a combination of both in Wealth Management

 

Desired Qualifications

  • Wealth Management experience with net worth clients of at least two million dollars
  • Extensive knowledge and understanding of financial and estate planning, fiduciary/trust, wealth transfer, leverage, multiple asset class usage, asset allocation strategies, and taxation
  • Solid knowledge and understanding of fiduciary law and federal regulations
  • Excellent verbal, written, and interpersonal communication skills

Strong presentation skills

Posted On: Friday, Feb 09, 2018

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