Wealth Advisor II

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! The Wealth Advisor will serve as the primary point of contact with the Wealth client, developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Requirements

• Serves as client’s primary point of contact
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee
• Delivers annual investment reviews to clients
• Utilization of financial planning to drive client retention and acquisition
• Serves on the FFB Investment Committee as client advocate and strategy consultant
• Completes regulator investment review requirements for assigned client accounts

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Incentive Eligibility