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TrustBank · 2 hours ago

Wealth Advisor

Wheaton, IL

Full-time

Onsite

Mid, Senior Level

$94K/yr - $163K/yr

TrustBank is a dynamic wealth management firm seeking a Wealth Advisor to make a real impact within a collaborative culture. The Wealth Advisor will provide goals-based wealth plan consulting services to high-income and net worth individuals, collaborate with client service teams, and engage with the professional advisor community to enhance the TrustBank brand.

Financial ServicesVenture Capital

Responsibilities

Work directly with clients to develop an advisory relationship and gather information related to client’s financial circumstances and goals

Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets

Determine client financial objectives, risk tolerance and capital requirements

Counsel and advise clients on general financial forecasts and trends

Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action

Facilitate implementation of sophisticated wealth plans based on the direction given by the client

Interact with client’s other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services

Review account relationships and communicate with wealth management team members to identify opportunities for cross selling

Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships

Contribute to the development and monitoring of best practices in the delivery of financial planning services

Prepare and deliver presentations relating to the ongoing maintenance of client relationships

Develop marketing materials and plans and deliver marketing presentations

Contribute to TrustBank wealth planning thought leadership, including marketing resources

Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks

Operates independently; has in-depth knowledge of business unit / function

Carries out activities that are large in scope, cross-functional and technically difficult

Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

Conducts preliminary analysis

Responsible for direct interaction with different committees and management

Strategic in developing, implementing and administering programs within functional areas

Qualification

Wealth planningClient relationship managementFinancial analysisSalesforceEMoneyMS Office SuiteData analysisEmpathyProactiveAnalytical skillsEffective communicationAttention to detailProblem solvingOrganizational skills

Required

Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience

Effective communicator and collaborative professional

Requires a university/college degree in finance, economics, or related areas

To perform this job successfully, an individual must be effective in client relationship servicing and development

You must be able to effectively engage clients, to determine their need

You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision

Will require travel across regional locations

Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow

A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients

Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing

Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation