Senior Investment Advisor

Jefferson Bank; San Antonio (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Jefferson Bank is seeking a Senior Investment Advisor to develop new client relationships and independently provide investment advice within 1900 Wealth Management. The role collaborates with Portfolio Management, Operations, Trust and Private Bank to deliver tailored financial solutions.

You will collaborate with teams, lead large client engagements (foundations included), supervise junior advisors, and drive business development across the geography.

Qualifications

• 15 years experience as an Investment Advisor with demonstrated results in business development and investment management, with private equity and alternative investments preferred.
• Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning with high-net-worth clients.

Responsibilities

• Sell, market and develop new relationships per the investment management philosophy.
• Identify, cultivate and track new opportunities.
• Maintain existing client relationships with ongoing investment advice and financial planning.
• Lead primary advisory role for large clients including foundations.
• Support other advisors as needed and collaborate across teams.
• Support alternative investment initiatives and operations-related reporting.
• Lead and mentor junior advisors and supervise direct reports.
• Participate in marketing outreach, PR and events.
• Operate under the Investment Advisors Act of 1940.

Skills

Networking

Business development

Sales acumen

Client service

Communication

Analytical

Problem-solving

Multi-tasking

Team collaboration

Education

Bachelor's Degree

CFA or CFP preferred

Series 65

Tools

Microsoft Office

CRM systems

Portfolio accounting and reporting

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

JOB FUNCTION

TheSeniorInvestment Advisor is responsible for developing new client relationships, independentlyproviding investment advice and servicing a broad range of clients. This position collaborates with other advisors and other functional areas within 1900 Wealth and Jefferson Bank including Portfolio Management, Operations, Alternative Investments, Trust, and Private Bank to deliver excellent service and value to the client and support the objectives of 1900 Wealth and Jefferson Bank. This position will involve supervisory and / or career development responsibilities for junior advisors. The position will primarily work in their assigned geography and will support other geographies as needed.

DUTIES & RESPONSIBILITIES

• Independently sell, market and develop new relationships in accordance with the investment management philosophy and methodology of 1900 Wealth Management.
• Identify, cultivate and track new opportunities.
• Maintain existing client relationships through ongoing investment advice and comprehensive financial planning, based on the unique and evolving circumstances related to each client.
• Perform lead/primary advisory role for large clients, including foundations.
• Perform secondary advisory role in support of other advisors, as needed.
• Effectively collaborate across the 1900 team and Jefferson Bank to support client relationships and opportunities.
• Support alternative investment initiatives.
• Demonstrate a strong working knowledge of operations including performance reporting, custodial relationships, trading and any function related to managing and reporting on accounts.
• Function as a leader within 1900 and Jefferson bank.
• Perform supervisory work, including the management / leadership of direct reports.
• Support the career development of Junior Advisors.
• Participate in marketing outreach, including public relations, communications and events.
• Operate under the provisions of the Investment Advisors Act of 1940.
• Perform other duties as assigned.

MINIMUM QUALIFICATIONS

Work Experience

• 15 years experience as an Investment Advisor, with demonstrated results in business development and investment management specifically private equity and alternative investments preferred.
• Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families.

Supervisory Experience

• Prior supervisory experience, preferred.

Education/Skills/Experience

• Bachelor’s Degree from an accredited college or university.
• Accounting, Finance or Economics preferred.
• CFA or CFP preferred.
• Series 65 license or obtain within 90-days of employment.

Equipment/Machines/Software

• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint); Adobe experience preferred.
• Experience with various portfolio accounting and reporting, and CRM systems.
• Ability to operate standard office equipment.

Competency Requirements

• Ability to take initiative and be a self-starter.
• Ability to work well under pressure and remain professional.
• Networking, business development and selling acumen.
• Excellent written and verbal communication, and interpersonal skills, with demonstrated ability to deliver exceptional client service.
• Professional presentation skills and demeanor. Comfortable speaking with groups of people
• Strong analytical and problem-solving skills.
• Proven organizational skills, with the ability to multitask in a calm manner, meet deadlines, and follow tasks through to completion.
• Positive attitude and focus on teamwork and collaboration.
• Proactive and creative approach to meeting client and department needs.

Physical Requirements

• Must be able to hear and speak to communicate with employees and vendors.
• Must be able to lift, push and pull files up to 15 pounds.
• Must be able to bend, stoop, and be mobile within office environment.
• Must be able to sit for most of the day in front of a computer.
• Must be able to see computer screen to read and type on the keyboard.

Position Includes Driving

• Driving is an essential function of the position. Valid driver’s license and reliable transportation required.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affinity Action Employer, M/F/Disability/Protected Veteran Status.