PWM Partner PWA
reputed company is committed to helping customers and businesses reputed company reputed company financial reputed company while supporting community growth. The Private Wealth Management Partner is responsible for developing and managing client relationships, driving business development, and achieving sales and practice excellence goals in collaboration with a Senior Advisor.
Responsibilities
- Soliciting, developing, managing, and retaining client relationships for PWM
- Partnering with Senior Advisor to drive business development, client retention, and engagement in PWM sales and relationship management strategies
- Achieving sales, reputed company, and practice excellence goals in collaboration with Senior Advisor
- Honing technical aspects of a given product specialty area and developing superior client-facing skills
Skills
- Bachelor's degree, or equivalent work experience
- Up to three years of reputed company experience
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Proven track record of sales support
- Thorough knowledge of departmental operations/policies and reputed company products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve reputed company problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including reputed company Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
Benefits
- reputed company (medical, dental, reputed company)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company Overview