Investment Manager / Wealth Advisor

Century Bank; Santa Fe (NM); On-site; USD 120,000 - 180,000; Full time

Job summary

Century Bank is seeking an Investment Manager / Wealth Advisor in Santa Fe, NM to assist clients with wealth planning and investment strategies in collaboration with the bank's RIA resources.

You will drive client retention, support business development, and mentor associates while delivering tailored investment solutions and financial plans.

Qualifications

• Bachelor’s degree in Business or related field (graduate degree preferred).
• 10+ years of high net-worth financial planning and discretionary portfolio management.

Responsibilities

• Understand client situations to tailor an investment strategy.
• Manage trade execution, risk management and fiduciary compliance.
• Engage with clients to review performance and market changes.
• Stay current on market conditions to mitigate investment risks.
• Develop meaningful client relationships.
• Prepare and present Financial Plans for clients and prospects.

Skills

Wealth planning

Investment strategy

Client relationship management

Risk management

Proficient in Excel/financial software

Education

Bachelor’s degree in Business or related field

Tools

MS Office

Financial planning software

Job description

Job Title: Investment Manager / Wealth Advisor

Reports Title:EVP, Director Wealth Management

Corporate Title: SVP

Full-Time: Full-Time

Exempt Status: Exempt

SUMMARY OF JOB

Assist clients and prospects with wealth planning and investment strategies utilizing existing the resources of bank partnership with RIA; uses wealth planning as key value proposition in developing new wealth relationships. Job expectations include helping teams to drive client retention and business development, while mentoring associates

ESSENTIAL JOB RESPONSIBILITIES

• Works to understand the client’s situation and circumstances to develop andrecommend an investment strategy tailored to client’s unique goals and objectives
• Manages trade execution, risk management and compliance in a fiduciary setting, and investment reviews
• Continued engagement with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up to date on current market conditions and economic trends to anticipate and mitigate investment risks
• Develops meaningful relationships with clients
• Prepares and presents Financial Plans for clients and prospects

JOB REQUIREMENT

Education: Bachelor’s Degree in Business or related field; graduate degree or other related designation preferred

Work Experience: 10+ years of experience in high net-worth financial planning and discretionary portfolio management

Computer Skills: Proficient in Microsoft Office Suite, with strong Excel skills; experience creating reports with financial planning software

Preferred Skills/Experiences: Strong analytical, presentation, written and verbal communications skills; advanced advisory and interpersonal qualities; self-starter with high initiative and accountability; advanced knowledge of financial, tax, and wealth planning. Knowledge of fiduciary standards, principles and applicable laws and regulations acquired through training or seminars.

This job description in no way implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to perform any other job-related duties assigned by the supervisor. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

Century Bank is an Equal Employment Opportunity/Affirmative Action employer and does not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.