What are the responsibilities and job description for the Wealth Management Advisor position at Cypress HCM?
Location
Columbus, IN 46204
General Overview
The Wealth Advisor serves as the primary point of contact for wealth clients, responsible for managing existing relationships and developing new client connections. This role requires a deep understanding of the client's financial and family situation to create a tailored, goals-based investment management strategy and financial plan.
Responsibilities
- Act as the client’s main point of contact, delivering exceptional service to ensure client satisfaction, retention, and acquisition.
- Generate sales leads through collaboration with internal teams, centers of influence, and personal networks.
- Gather and analyze personal and financial data to assess the client’s financial goals, objectives, and risk tolerance.
- Select and implement the Bank’s asset allocation strategies aligned with client goals and risk preferences.
- Coordinate with the Bank’s Investment Committee to address unique portfolio requirements.
- Conduct annual investment reviews with clients and provide updates on portfolio strategies.
- Utilize financial planning to enhance client retention and drive new business.
- Serve as a client advocate and strategy consultant on the Bank Investment Committee.
- Ensure compliance with regulatory investment review requirements and department policies for assigned accounts.
- Five (5) years of successful investment and / or portfolio management experience
- Experience working with clients with complex investment management and financial planning needs
- Relationship management experience with clients is required
- Knowledge of investment solutions, risk management, asset allocation, and program design
- Demonstrated knowledge and use of financial planning software
- Business development experience is a plus
- Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
- Experience in banking or financial services is preferred
- Bachelor’s degree in Business or other related field of study
- CFA / CFP is preferred
- Demonstrated commitment to professional development
- Demonstrated knowledge of industry practices and regulations
Requirements
Preferred Knowledge and Skills :
Salary : $100,000 - $124,000
