Associate Wealth Advisor - (Hillsdale)

County National Bank • Hillsdale, MI • 2d ago

County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance".

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as an ON-SITE Associate Wealth Advisor, in our Hillsdale location.

JOB SUMMARY

The Associate Wealth Advisor supports Senior Advisors and the Chief Wealth Management Officer in delivering comprehensive Wealth Management services to clients. This role is responsible for assisting with financial planning, investment analysis, portfolio implementation, and impeccable client service. The Associate Wealth Advisor works closely with clients to understand their financial goals, prepares recommendations, and supports the execution of strategies related to investment and retirement planning.

DUTIES

Administrates and may invest for Wealth accounts

Markets services to new and prospective clients and opens personal wealth accounts

Oversees assigned accounts including preparing documents, approving funds distribution, and coordination of communication of administrative changes

Interacts with clients, attorneys, and accountants to resolve issues and ensure proper account management

Respects and maintains strict confidentiality

Maintains regular, on time attendance

Remains current in all assigned training and required continuing education

Complies with all regulatory requirements

Performs other various duties as assigned

QUALIFICATIONS

Required:

Bachelor's Degree in Finance, Economics, Accounting, Business, or related field

3 years of relevant experience

Preferred:

CFP or CTFA designation in progress or completed

Series 65 or 66 or ability to obtain

Master's Degree in Finance, Economics, Accounting, or Business

SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Excellent communication skills both verbal and written

Soring knowledge of financial planning concepts, including investments, retirement planning, tax planning, insurance, and estate planning

Ability to analyze portfolios, prepare recommendations, and assist with investment implementation

Proficient with Microsoft Office with strong Excel skills

High attention to detail with excellent organizational skills

WORKING CONDITIONS

This position is an on-site position located in our Hillsdale Wealth Management office, requiring occasional travel.

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