Senior Wealth Advisor

Support.com; Palm Beach Gardens (FL); On-site; USD 90,000 - 170,000; Full time

Job summary

An established industry player is seeking a Vice President, Senior Wealth Advisor to lead the Wealth & Institutional Management business unit. This pivotal role focuses on building and maintaining a high-performing book of business, ensuring client satisfaction, and driving results through innovative management and strong banking acumen. You'll be instrumental in formulating marketing strategies, coordinating investment seminars, and nurturing client relationships. Join a company recognized for its commitment to diversity and sustainability, where your contributions will significantly impact the success of the organization and its clients.

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.
• Successful candidates are action-oriented and customer-focused.

Responsibilities

• Achieve annual new business fee goals through custom marketing plans.
• Determine client needs and assess opportunities for tailored solutions.
• Oversee new account documentation and manage client relationships.

Skills

Banking Acumen

Negotiation Skills

Customer Focus

Sales Process Management

Networking

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 issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriated.