The Senior Wealth Advisor’s primary role is to act as the relationship manager for a diverse network of clients. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Senior Wealth Advisor actively participates in the retention of existing clients including assisting in preparing and presenting proposals to clients, reconciling account assets, maintaining and reviewing contracts, evaluating financial products and services and evaluating the feasibility of potential strategic acquisitions and make recommendations based on analyses. The ideal candidate will have extensive impact/mission related investing expertise and be able to operate in an autonomous and entrepreneurial environment maintaining a sales and client-centered focus.
Senior Wealth Advisors are team players and methodical business builders with experience and expertise as trusted wealth advisors serving the sophisticated needs of ultra-high net worth individuals and families. S/he must have exceptional understanding of the full range of investment expertise in wealth management and related products, services and processes.
This job description is not intended to be all-inclusive and the employee will also perform other duties as assigned. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time.