What are the responsibilities and job description for the Wealth Management Advisor position at Commercial Bank?
Commercial Wealth Management is looking for an experienced Wealth Management Advisor.
Duties include but are not limited to the following:
· Work with all clients, brokerage and trust, on their financial planning, retirement planning, investments and asset management.
· Work with companies on their 401k plans. This includes working with the employees on enrollment, rollovers from previous employers and their retirement planning.
· Develop and set department revenue goals, manage expenditures and profit margins.
· Motivate, coach and counsel direct reports to ensure achievement of established goals.
Qualifications:
· Fully licensed (Series 7, 66 and Life/Health license).
· 3 years of being a financial advisor or financial services experience.
· Good oral and written communication skills.
· Strong team player.
· Highly organized, accurate and attention to detail.
· Problem solving skills.
· Ability to manage multiple responsibilities.
· Strong personal and business ethics and integrity
Salary:
· Competitive compensation.
Benefits:
· Health Insurance
· Dental Insurance
· Vision Insurance
· Paid Group Term Life Insurance
· Paid time off
· Profit Sharing
We are an Equal Opportunity Employer. Member FDIC.
Job Type: Full-time
Pay: $90,000.00 - $130,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Compensation Package:
- Profit sharing
Work Location: In person
Salary : $90,000 - $130,000
