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Bankers Trust · 5 months ago

Private Client Wealth Advisor III or Senior - Omaha

Omaha, NE, US

Full-time

Hybrid

Senior Level

6+ years exp

Bankers Trust is a community-focused financial institution, and they are seeking a Private Client Wealth Advisor to work with high-net worth investors. The advisor will assist clients in navigating their financial landscape, providing services such as investment management and financial planning while achieving revenue growth and business development goals.

BankingFinancial ServicesWealth Management

Responsibilities

Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

Oversees 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

Serves 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 relationships

Accountable for implementation of recommendations delivered to client

Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally

Performs other duties as assigned

Qualification

Private Client sales experienceFinancial planning softwareCertifications CFPCertifications CFACertifications CPAAdvanced knowledge of TrustEstatePublic speaking skillsTeam player

Required

College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field

At least six years of successful Private Client sales experience including relationship management

At least eight years of successful Private Client sales experience, including relationship management

Preferred

College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field

Advanced degree, such as an MBA or JD

Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other industry certifications)

At least six years of successful Private Client sales experience including relationship management

Experience with account compliance and risk mitigation responsibilities

Four-year college degree in a related field OR an equivalent combination of education and experience

At least eight years of successful Private Client sales experience, including relationship management

Experience working with financial planning software

Experience managing fiduciary responsibilities and planning based sales models

Experience with account compliance and risk mitigation responsibilities

Four-year college degree in a related field OR an equivalent combination of education and experience

Advanced knowledge of Trust and Estate and Wealth Planning

Strong public speaking skills

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.

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