What are the responsibilities and job description for the Senior Investment Advisor position at Jefferson Bank?
JOB FUNCTION:
The Senior Investment Advisor is responsible for leading business development, providing advice and servicing clients in the Hill Country market. The position will work closely with the San Antonio and Austin teams to provide investment solutions for prospects and clients.
DUTIES & RESPONSIBILITIES:
- Create and execute successful marketing plan for the Hill Country to develop leads and create new business for 1900 Wealth.
- Independently market and develop new relationships in accordance with the investment management philosophy and methodology of 1900 Wealth Management (highly diversified, passive investment strategies through institutional mutual funds / ETFs and disciplined rebalancing).
- Support alternative investment initiatives.
- Strong working knowledge of operations including performance reporting, custodial relationship, trading, and any function related to managing and reporting on accounts.
- Help to maintain existing client relationships through the support of the Investment Team based on the unique and evolving circumstances related to each client.
- Coordinate client relationships related to financial assets through Jefferson Bank’s Trust Department and Private Banking.
- Coordinate with clients, prospects and internal bank employees providing support to further develop relationships and schedule meetings.
- Provide excellent client service to clients and prospects.
- Participate in marketing outreach, including public relations, communications and events which may be held outside of normal business hours.
- Grow and expand investment knowledge base.
- Operate under the provisions of the Investment Advisors Act of 1940
MINIMUM QUALIFICATIONS:
Work Experience
- 15 years’ experience as an Investment Advisor, with demonstrated results in business development and investment management.
- Alternative investment experience/knowledge preferred.
- Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families.
- Integrity and accountability
Supervisory Experience
- Experience leading teams preferred.
Driving Position
- Yes, valid driver’s license required
Education/Skills/Experience
- Bachelor’s Degree from an accredited college or university
- CFA or CFP, preferred
- Series 65 license or obtain within 90-days of employment
Equipment/Machines/Software
- Excellent computer literacy in all Microsoft Office tools (Word, PowerPoint, Excel, and Outlook).
- Knowledge of a performance reporting system is a plus, i.e. Tamarac, Black Diamond, Advent, Money Guide Pro etc.
- Ability to work with office equipment including telephones, computers, digital devices, copy machines and scanners
Competency Requirements
- Ability to take initiative and be a self-starter
- Must have excellent written and verbal communication skills.
- Ability to maintain professional decorum and positive demeanor
- Must be able to work well under pressure and remain professional
- Must have excellent people skills
- Networking, business development and selling acumen
- Desire/ability to work successfully in a small company environment
- High level of organizational skills
- Ability to multi-task in a calm manner
- Must be comfortable speaking with groups of people
Physical Requirements
- Must be able to drive to meet with clients
- Must be able speak, see, hear, and read information on computer screens or digital devices and on paper to communicate with clients
- Must be mobile in an office environment
- Must be able to reach, bend and lift files up to 20 lbs
- Must be able to type on a keyboard
- Must be able to be mobile in an office environment
- Must have dependable transportation
This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible for. Duties and tasks may be assigned by the management team based on department and business needs.
Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster:
https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf
