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Position: Wealth Advisor
Organizational Location: L&W Houston, TX
Reports To: Director of Wealth Management
Working Conditions: Normal, no adverse or hazardous conditions
Job Group Category: Exempt
Work Hours: 8am – 5pm
Primary Purpose: (Summary of major reason this job exists)
An LW Wealth Advisor II (WA II) has a sustainable client book of business. They have a proven ability to consistently fulfill the duties and responsibilities of an LW Wealth Advisor. A WA II’s primary focus is a balance of ongoing, proactive client engagement and further client book development, noting that the WA II will be more responsible for future book growth through their own efforts. WA II’s will serve in both a primary and secondary Wealth Advisor capacity with clients given a proven ability to manage relationships more autonomously. WA II’s are strongly encouraged to continue developing in the areas of client relationship management, business development, technical expertise and soft skills.
Principal Duties and Responsibilities: (Majority of duties performed, but not meant to be all inclusive or to prevent other duties from being assigned)
* Provides strategic and tactical leadership for the L&W client relationships they serve.
* Works closely with clients and prospective clients of the firm to identify, refine and update key goals and objectives.
* Help lead the development and implementation of a client’s holistic and personalized plan, including portfolio allocation and the client’s overall wealth planning needs.
* Outline and refine a prioritized action plan for achieving client key goals and objectives. Update client action plans as needed, reviewing with clients at least annually.
* Routinely engage with clients in a proactive manner, utilizing the firm’s CRM and other software/systems to develop a routine process for tracking client communication, engagement, and specific advice related matters.
* Engage proactively with clients, reaching out on specifically tasked items related to their portfolio or overall plan, as well as to simply connect more personally, building trust and a broader relationship with clients over time.
* Remain “on call” and proactively poised to respond to client questions, concerns, and other servicing needs.
* Work with the L&W Business Development team and the WA Team Lead to close and onboard new L&W client relationships, though WA II will be more directly responsible for ongoing business development efforts.
* Actively coordinate with all L&W internal teams (Investment, Wealth Planning, Operations, Trading, Client Service, etc.) to implement client portfolio solutions, planning needs, and ongoing client servicing needs.
* Collaborate with client’s other professionals, such as CPA, estate attorney, insurance agents, and banker, “quarterbacking” the overall engagement and implementation of a client’s holistic plan.
* Work to identify and pursue share of wallet opportunities with existing clients, including development of ongoing savings plans where applicable.
* Achieve a high level of client retention in line with the firm’s long-run history of low client turnover.
* Participate and be a valuable contributor in various Wealth Advisory team and related committee level meetings.
*Understand and support the firm’s vision, mission, and strategy, supporting the overall LW team and clients, integrating well into the culture of the firm.
Job Specifications: (Knowledge, skills, and abilities normally required for competent performance in the job)
* Bachelor’s degree (B.A. or B.S.) from a four-year college or university, preferably in Financial Planning, Wealth Management, Finance, Accounting, or another business-related field
* A minimum of five to seven years related professional work experience
* Stable work history and consistent demonstration of high-level performance
* CFP or similar, well-recognized industry designation
* Team engagement and buy-in
* Strategic and tactical leadership with clients
* Proactive client engagement and outreach
* Consistency with firm policy and best practice
* Book revenue and AUM growth to support WA I book development
* Client retention rate
* Proactive and strong work ethic
* Ability to multi-task, prioritize and meet deadlines
* Professional appearance and demeanor
* Ability to work well in a team environment
* Proficient with Microsoft Office and other firm software/systems
* Strong writing and presenting skills
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
BancorpSouth is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
Company: Cadence Bank
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.
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