Senior Wealth Advisor: Growth & Planning

Riverview Bank; Vancouver (WA); Vor Ort; USD 145.000 - 175.000; Vollzeit

Benefits dieser Stelle

Healthcare benefits

401K plan

Short/Long-term disability coverage

Life insurance

Vacation & sick time

Educational assistance

Holidays

Zusammenfassung

Riverview Trust Company invites a Senior Wealth Advisor to lead growth in wealth management, financial planning, and advisory services. You will partner with line leaders to attract and deepen affluent client relationships, identify investor needs, and manage investment accounts.

The role emphasizes collaboration with trust leaders to ensure consistent client engagement and sales behaviors across positions, with room for advancement based on performance and interest.

Qualifikationen

• 5+ years of experience in wealth management or financial advisory.
• Experience coordinating with trust and fiduciary services is a plus.
• Bachelor’s degree required; CFP designation preferred.

Aufgaben

• Represent Riverview Trust Company by delivering high quality client service.
• Lead sales growth by achieving wealth management targets.
• Develop prospects and open fiduciary/investment accounts.
• Coordinate marketing and client engagement initiatives between Trust Company and Riverview Bank.
• Support revenue growth with accurate documentation and client meeting preparation.

Kenntnisse

Wealth Management

Client Relationship Management

Sales Leadership

Investment Advisory

Financial Planning

Ausbildung

Bachelor’s degree

CFP certification preferred

Tools

Microsoft Office

CRM Software

Jobbeschreibung

Riverview Trust Company invites a Senior Wealth Advisor to lead growth in wealth management, financial planning, and advisory services. You will partner with line leaders to attract and deepen affluent client relationships, identify investor needs, and manage investment accounts.

The role emphasizes collaboration with trust leaders to ensure consistent client engagement and sales behaviors across positions, with room for advancement based on performance and interest.