What are the responsibilities and job description for the Private Wealth Advisor position at The Anderson Search Group?
Wealth Advisor - Jacksonville, Florida
BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Wealth Advisor for the Jacksonville, Florida Market. This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth. The Anderson Search Group has placed both the President of Trust and Wealth and Chief Development Officer to whom this role will report. Network of commercial bankers and branch referrals to take advantage of!
About Our Client:
- Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.
- Named #1 bank for strength, stability and focus on innovation.
- Forbes named Client to “America’s Best Banks” and “World’s Best Banks”, a tribute to their innovative service offerings and outstanding service delivery.
Benefits:
- Industry leading benefits – Medical, Dental, Vision, 401K, Flex Spending Accounts
- Pet Insurance
- Enhanced Family Leave
- Employee Assistance Program
- Brooks Brothers Discount
- Microsoft Home User Program
- NEOU – The latest and greatest in real-time and on-demand fitness offerings for the whole family
The Ideal Candidate Shall Possess:
- 7 years HNW/UHNW Private Wealth Management Business Development Experience
- Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Jacksonville
- Bank wealth platform team sales experience preferred
- CFP Designation Preferred
- Entrepreneurial drive
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Salary : $125,000 - $155,000
