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