Job: Wealth Management Advisor, VP

Jobing Description

This position is responsible for developing marketing plans, cultivating internal and external referral sources and managing the sales process to develop new business in an assigned market.

Develops marketing plans designed to produce new business and achieve sales goals.

Identifies and cultivates new external referral sources.

Develops and hosts informational and educational seminars. Identifies and participates in events to build awareness of Wealth Management & Trust in targeted communities

Partners with Trust and Investment Officers to establish and maintain relationships.

Actively participates in sales meetings to identify ways to maximize new business efforts.

Continually develops and maintains expertise in all aspects of sales and marketing related to trust and investments. Keeps informed of trends and developments in the industry to ensure marketing plans are successful.

Develops and prepares a variety of reports within required timeframes.
Requirements College degree or equivalent work experience required.

5-8 years relevant experience.

Excellent written, verbal and presentation skills are needed to interact with internal and external contacts.

Expertise in all aspects of sales and marketing related to trust and investments.

Excellent ability to evaluate, analyze and quantify the financial impact of the issues involved.

Excellent ability to foster and cultivate strong working relationships.

Ability to handle challenging situations using excellent interpersonal, negotiating and problem solving skills.

Innovation and flexibility are essential to meet the demands of an ever-changing market.