Location City:
Chicago
Location State: IL
Base Salary: $80,000 - $100,000
Bonus & Incentives: Totally compensation is dependant on how well the Client Advisor does with the incentive compensation plan. The incentive plan is uncapped.
Position Responsibilities: This key position is responsible for business development in northern Chicago to new affluent clients ($1 million+ in investable assets), existing private banking clients, and Bank customers - selling a complete menu of Wealth & Investment Management products and services. The Wealth Management Client Advisor needs to be thoroughly conversant in all investment management and trust products and committed to cross-selling and developing relationships with external and internal referral sources. Primary Responsibilities: Selling of proprietary and non-proprietary investment management services, fiduciary services, estate planning and estate settlement services, financial planning services, alternative investments, brokerage services, and life and long-term care insurance products. Cross-selling of private banking loan and deposit products, as well as other retail and wholesale bank products/services. Work with other team members to develop additional business with existing affluent clients. Develop strong relationships with referral sources (internal and external centers of influence).
Education and Certifications/Licenses: Bachelors, Series 7 and, 63 or 66 required (current or acquire within the first 4 months of employment).
Mandatory Minimum Qualifications: Three years of investment management and trust sales experience. Trailing 12-month production of $250,000 or more in recurring fees. Strong product knowledge within investment management. Demonstrated ability to develop strong relationships with referral sources. Experience with using a Customer Relationship Management (CRM) system. Excellent communication skills (both oral and written), and strong interpersonal and organizational skills. Bachelorís degree required.Series 7 and, 63 or 66 required (current or acquire within the first 4 months of employment).
Preferred Qualifications: MBA, Certified Financial Planner (CFP), or Certified Trust and Financial Advisor (CTFA). Trailing 12-month production of $300,000 or more in recurring fees.
Additional Comments: Great opportunity with a large, established organization aggressively growing market share in Chicagoland.
Benefits: Excellent employee benefit program.
Overnight Travel: Limited
Relocation Assistance: Other, Strong preference to find candidate 'in-market'
Special Note: Please respect our recruiting members' time by only replying to positions where your experience meets the qualifications specified. Due to the large volume of responses we receive we regret we are unable to respond to every applicant.
To apply for this Job: please send your resume to <[email protected]> and reference the job number.
