Wealth Management Client Advisor

First Seacoast Bank; Dover (NH); Hybrid; USD 55,000 - 85,000; Full time

Job summary

First Seacoast Bank in United States, New Hampshire, Dover seeks an experienced Wealth Management Administrative/Support professional to provide operational, sales and client service support for the Wealth Department. You will answer client inquiries, maintain accounts, prepare proposals and assist in meeting financial goals.

You will ensure compliance with banking regulations and FINRA/SEC requirements while coordinating client events and reporting.

Qualifications

• Bachelor's degree or equivalent in work experience.
• 3-5 years of experience in a financial services/administrative support role.
• Series 7, 63, 65 or 66 as well as LAH are preferred.
• Excellent customer service, communication, and organizational skills
• Must be detail oriented and self-motivated; able to achieve responsibilities with little direction from supervisor
• Strong computer skills and familiarity with various software and/or financial programs

Responsibilities

• Provides operational, sales and administrative support to the Wealth Department.
• Interfaces with clients to answer questions and inquiries to meet their financial goals.
• Maintains client databases; processes new account openings; tracks mailings and transfers.
• Develops client proposals and gathers information for client/prospect meetings; maintains IRA distributions and transfers.
• Manages reporting for weekly, monthly and quarterly calls; supports Wealth Management Client Service Model.
• Maintains the SUGAR system and conducts investment research as needed.
• Provides information to clients and prospective clients; handles service requests for Wealth Executives.
• Coordinates business development activities and client events; organizes seminars and meetings.
• Processes documentation; prepares sales proposals and client communications; completes annual reviews.
• Supports outreach to generate interest in FSB Wealth Management.
• Assists customers with technology inquiries regarding mobile/online banking.

Skills

Customer focus

Attention to detail

Sales ability

Quality standards

Honesty and integrity

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Financial software

Job description

First Seacoast Bank in United States, New Hampshire, Dover seeks an experienced Wealth Management Administrative/Support professional to provide operational, sales and client service support for the Wealth Department. You will answer client inquiries, maintain accounts, prepare proposals and assist in meeting financial goals.

You will ensure compliance with banking regulations and FINRA/SEC requirements while coordinating client events and reporting.