Wealth Management Advisor

Horizon Bank • Grand Rapids, MI • 3d ago

Job Overview

Responsible for developing new wealth management business in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent. Develop financial plans for "high net worth" wealth management, commercial and retail customers or prospects throughout the corporate footprint. Such plans are to be developed to help customers reach their short-term and long-term financial objectives. Provide Exceptional Service and Sensible Advice. Provide expert financial advice in the areas of trust, investments, tax planning and private banking. Develop a portfolio of clientele, including relationships that are: "of high value" and "high visibility" for the corporation, in compliance with state and federal regulations, company policies and established Standard Operating Procedures (SOPs). Work within a team to solicit, develop, service and retain customer relationships. Principal Accountabilities

Accountable for the development and growth of a portfolio of wealth management relationships in one or more geographic regions. Work in close conjunction with assigned Trust Officer(s) to on-board new customers. Accountable for maintaining and helping to grow on-going customer relationships through a proactive focus on meeting client needs as it relates to planning, investments, trust, banking, insurance, and client service. Responsible for quality and timeliness of financial plans developed. Maintain proper documentation of said plans. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Also responsible for the acquisition of new relationships. In addition to having established Centers of Influence (COIs) in their market(s) this position may develop new COIs in the market(s) including Business Banking, Business, Retail and Mortgage that can be leveraged into profitable relationships. Also work closely with client COI's including attorneys, CPA's and other client advisors. Collaborate and perform as part of the relationship management team to execute the client strategy. Work closely with other Trust Officers and other lines of business to deliver the full wealth management client experience to all assigned relationships. Must also be skilled in technology and the use of Horizon sales tools. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities we serve through active involvement in local organizations and events. Operate in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) requirements. Duties

Essential functions include sales opportunity management, needs assessment, and sales. Identify and develop prospects for new wealth management accounts where the bank is acting as trustee, agent or custodian in a manner that ensures compliance with governing documents, legal requirements and business line policies and procedures. Develop financial plans for current and prospective customers in wealth management, commercial and retail business lines. Present plans to clients and advise on wealth management issues such as review of outside Assets, Life, Disability, LTC Insurance, Credit and Deposit Needs, Estate Document and Planning Review, Asset Allocation Reviews, Liquidity and Life Events. Deliver expert advice and counsel in the area of wealth management products and services as well as financial planning. Provide a high level customer service to customers, attorneys, and beneficiaries relating to these accounts. In conjunction with assigned Trust Officer(s), provide customer service to grantors, beneficiaries, co-trustees and attorneys relating to these assigned accounts, giving expert advice and counsel in the area of personal trust p

Similar Jobs

Manager Sr, Applications Managed Services

SpartanNash • Byron Center, MI • 1d ago

Management & Administrative

SpartanNash Associates, LLC seeks a full-time Manager Sr, Applications Managed Services based in Byron Center, MI to focus on the long-term administrative / operational support and the related governance of IT systems an...

1d ago

Go to Apply

Administrative Assistant

ADP • Grand Rapids, MI • 1d ago

Management & Administrative

Unlock Your Career Potential: Support at ADP. Every day, thousands of organizations around the world rely on ADP. As a worldwide leader in business outsourcing solutions with 60+ years of experience and over half a milli...

1d ago

Go to Apply

Enterprise Account Manager

Comcast • Grand Rapids, MI • 1d ago

Management & Administrative

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascin...

1d ago

Go to Apply

CDO - AI Data Quality Data Scientist-Sr Manager

PwC • Grand Rapids, MI • 1d ago

Management & Administrative

Specialty/Competency: Data Quality Assurance Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in data management focus on organising and maintaining data to enable ac...

1d ago

Go to Apply

Supply Chain Inventory Services Specialist

SpartanNash • Byron Center, MI • 3d ago

Management & Administrative

At SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our A...

3d ago

Go to Apply

Customer Service Representative

Gerber Collision & Glass • Grand Rapids, MI • 3d ago

Management & Administrative

Company: Gerber Collision & Glass WELCOME TO GERBER COLLISION & GLASS Our Team Members Drive Us! Gerber Collision & Glass is one of the largest collision repair companies in North America. With $2+ billion in...

3d ago

Go to Apply

Administrative Assistant

Gerald R. Ford Job Corps Center • Grand Rapids, MI • 4d ago

Management & Administrative

GERALD R. FORD JOB CORPS CENTER ADMINISTRATIVE ASSISTANT Position Title: Administrative Services Administrative Assistant FLSA: Non-Exempt Location: Gerald R. Ford Job Corps Center Department: Administration Reports To:...

4d ago

Go to Apply

Customer Service Associate

Walgreens • Wyoming, MI • 5d ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

5d ago

Go to Apply

D365 Supply Chain Management Solution Architect - Manager - Consulting - Location OPEN

EY • Grand Rapids, MI • 6d ago

Management & Administrative

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

6d ago

Go to Apply

AI & GenAI Data Scientist - Manager

PwC • Grand Rapids, MI • 6d ago

Management & Administrative

Specialty/Competency: Data, Analytics & AI Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in data and analytics focus on leveraging data to drive insights and m...

6d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.