Senior Wealth Advisor

Support.com; Fort Lauderdale (FL); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Vice President, Senior Wealth Advisor to drive the success of their Wealth & Institutional Management business unit. In this pivotal role, you will build and maintain a high-performing book of business while ensuring exceptional client relationships. Your expertise in sales management, financial planning, and client management will be critical in achieving business goals and enhancing customer satisfaction. This position offers a unique opportunity to make a significant impact while enjoying a comprehensive benefits package, including a funded retirement plan and flexible schedules. Join a company recognized for its commitment to diversity and sustainability, and take your career to new heights!

Benefits

Comerica Funded Retirement Plan and 401(K) Matching

Paid Time Off (PTO)

Employee Stock Purchase Plan

Paid Holidays

Flexible Schedules

Parental Leave and Adoption Assistance

Community Volunteer Opportunities

Recognition as a Top 50 Diversity Company

Global 100 for Most Sustainable Corporations

Qualifications

• Strong banking acumen and peer relationships are essential for success.
• Action-oriented individuals with innovative management skills are preferred.

Responsibilities

• Achieve annual new business goals through custom marketing plans.
• Build and maintain client relationships by assessing needs and providing solutions.
• Oversee account documentation and manage client service issues.

Skills

Sales Management

Client Relationship Management

Financial Planning

Marketing Strategy

Negotiation Skills

Job description

Description

Vice President, Senior Wealth Advisor
The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the success of the client relationship.

What we can offer you

• Comerica Funded Retirement Plan and 401(K) Matching
• Paid Time Off (PTO)
• Employee Stock Purchase Plan
• Paid Holidays, Floating Cultural Holiday
• Medical, Dental, Vision, Life Insurance
• Flexible Schedules
• Parental Leave and Adoption Assistance programs
• Community Volunteer Opportunities
• "Top 50 Diversity Company" by Diversity Inc.
• Global 100 for Most Sustainable Corporations

Position Competencies
Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.

Position Responsibilities:

Sales Management

• Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects for services.
• Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.
• Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads and calls.
• Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function.
• Be viewed as an advisor by serving as a resource speaker for related activities.

Client Management

• Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.
• Assess opportunities and determine alternatives and solutions to meet client needs.
• Obtain client commitment and collect assets.
• Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.
• Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.

Account Management

• Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.
• Effectively manage issues by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriate.