Wealth Management Advisor - Midland

W H O W E A RE

A t Gr e e nle a f Trust, o ur t e ams a re d e d ic a t e d to p r o v i d ing the high e s t l e ve l o f c o m p re he n s i v e weal t h manag e me n t se r v ices, t r ust ad m inistrati o n a n d retirem e n t p l an se rv i c e s . We adh e re t o t he hig h e s t s tan d ar d s o f fi d u c ia r y e x ce l l e n c e w h i l e p r o v i d ing c us t o m iz e d s o lut io ns a n d highly p e rsonal se rv i c e to o ur client s .

SUMMARY

Manage client relationships to perform activities relative to our role as wealth management advisors.

YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES :

Client Care :

• Responsible for proactive client contact providing "high touch" communication and service to clients.
• Develop and maintain a basis of knowledge in key areas of investment management, tax planning, retirement planning, philanthropic planning, trust and estate planning, and insurance planning.
• Help clients define their needs, goals, and objectives. Responsible for developing and implementing a personalized Wealth Management Plan and ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
• Meet with prospective and existing clients regularly to maintain open communication on their portfolio status and other wealth management strategies within the relationship.
• Manage client portfolios as set forth in the wealth management plan and investment policy statement while satisfying clients' wants, needs and desires.
• Provide continuous support to new clients throughout the account transfer process.
• Coordinate with the client's other professional advisors, such as tax and legal advisors.

Purposeful Growth :

Fiduciary Excellence :

Teamwork and Collaboration :

Continuing Education :

DEI COMMITMENT

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

SECURITY RESPONSIBILITIES

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

MINIMUM EDUCATION / EXPERIENCE REQUIRED

OTHER