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Job description
Description
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
The Wealth Advisor is responsible for account management, business development, investment management, and consultative selling.
A successful candidate will have:
A demonstrated ability and drive to build networks inside and outside the workplace
Strong communication skills
The ability to work collaboratively with others to meet shared objectives
An understanding of and commitment to our values
Attitude and aptitude to engage in continuous development
Essential functions of the role:
Account Management Maintain ongoing business relationships with an emphasis on high standards of personal service
Review and interpret legal documents for administrative purposes
Communicate with outside professionals and oversee filing of necessary court documents
Introduce administrative matters to trust committee
Document external assets and monitor investments for compliance
Ensure that taxes are filed and expenses are paid on a timely basis
Provide administration of Trust/Estate settlement
Approve beneficiary distributions
Conform with applicable state statutes and Uniform Trust Code
Business Development Develop new business and cross-selling opportunities of all bank products and services with both new and existing clients to expand fee income
Develop and maintain referral networks with outside professionals
Investment Management Establish and maintain client relationships
Evaluate and respond to client needs
Work with clients and team to develop an investment objective and strategy
Apply fiduciary knowledge and judgment to fiduciary relationships
Understand and comply with internal policies, processes, and procedures to effect prudent risk management and judgment
Be knowledgeable of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles
Consultative Selling Qualify potential customers, build rapport, and establish trust with client
Apply product and market knowledge by effectively presenting solutions to meet customer objectives
Manage and document sales process
Provide advice on a broad range of financial planning areas, including but not limited to, retirement planning, educational funding, estate planning, and tax strategies
Other duties as assigned within the scope and responsibility of the job
Requirements
College degree or level of education that, together with industry experience, enables the applicant to meet the job requirements
Two years of Trust Administration experience preferred
Professional Designation is required and may include, but not limited to: CTFA, CFP, JD, CPA, and/or Graduate of National Trust School Program
Legal, accounting, or financial planning experience preferred
Proficiency with large server-based applications and typical desktop software
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.