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About the role
Key responsibilities & impact- Identify, build, and deepen relationships with affluent and High Net Worth clients
- Anticipate complex financial needs and offer solutions based on client profiling
- Provide holistic banking, credit, and investment solutions with support from product specialists
- Conduct high-touch, face-to-face client meetings and maintain consistent communication
- Master referral opportunities to grow the portfolio
- Source, acquire, and expand high-value customer relationships
- Refer opportunities to segment partners, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers
- Organize client events
- Acquire new clients by converting referral leads
- Manage client follow-up and comply with regulatory and compliance procedures
- Adhere to KYC/AML and other compliance requirements
- Partner with branch team members to ensure positive client experiences
- Assess and manage risk while complying with applicable laws, regulations, policies, and ethical standards
- Coach and train new recruits
Requirements
What you’ll need- 5-8 years of experience
- Strong analytical and financial skills
- Strong verbal and written communication skills
- Organized with strong attention to details
- Knowledge of Microsoft Office (Excel, Outlook, and Word)
- Experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred
- Basic understanding of investment and financial planning strategies preferred
- Self-starter, problem solver, and goal-oriented team player able to work without direction
- Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
- Must meet all US FINRA Registration requirements within 150 days of starting in the role
- Insurance Group 1 required; must meet all Insurance Group 1 requirements within 150 days of starting in the role
- Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients for mortgage needs
- Bachelor's/University degree or equivalent experience
Benefits
Comp & perks- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays