What are the responsibilities and job description for the Associate Wealth Advisor position at Cadence Bank?
Description
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.
Position Title: Associate Wealth Advisor
Reports To: Wealth Advisor - Team Lead
FLSA Status: Exempt
Summary
Associate Wealth Advisors are advancing in the Wealth Advisor career path. They are active members of the Wealth Advisory team, further developing their expertise and skills necessary to begin building their book. Role responsibilities include, but are not limited to, the following:
Client Responsibilities
- Draft, deliver financial plans, answer questions, follow-up, and ensure action items are completed accurately and promptly
- Implement financial plans and recommendations working within the Wealth Advisory team
- Ensure timely client communications
- Develop client relationships and begin to build book of business
Team Responsibilities
- Support Wealth Advisors and team as necessary
- Guide quality and timeliness of other Wealth Associates
- Lead various projects for Wealth Advisory team
- Support succession goals of Wealth Advisory team
- Assist with research and creation of educational and training materials
- Assist Wealth Advisory team with client onboarding and servicing
Firm Responsibilities
- Understand and support the firm's vision, mission, and strategy
- Participate in various strategic firm projects and initiatives
- Participate in the Wealth Advisor Residency Program
- Participate in committee and/or working group
Degrees and Designations
- Bachelor's degree (B.A. or B.S.) from a four-year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree
- CFP certification
- Additional certifications and/or educational opportunities encouraged
Experience Requirement
- Professional work experience required (4-7 years)
- Completion of the CFP designation, including work experience
- Satisfy all responsibilities and requirements of Senior Wealth Associate role
Performance Measures
- Mastery of technical, communication, and presentation skills
- Expertise in wealth planning, technology, software, etc.
- Years of experience and number of clients serviced
- Typical time in this position is 2-4 years
Skills Required
- Professional appearance and demeanor
- Proactive and strong work ethic
- Teamwork, time management, and attention to detail
- Strong writing and communication skills with clients and team members
- Mastery of firm's procedures and processes
- Knowledge in general wealth planning and basic financial analysis
- Technical knowledge in financial planning software and other tools
Skills Being Developed
- Maintaining relationships and communicating with clients effectively
- Further building knowledge base within wealth planning/advisory and niche areas
- Building business development and relationship management skill set
- Pursuit of additional designations encouraged
Supervisory Responsibilities
- This job has no supervisory responsibilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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.
