What are the responsibilities and job description for the Wealth Management Advisor II position at Sunflower Bank, N.A.?
Description
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.
Sunflower Bank, N.A./ First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Advisor II at our Irvine, CA Location.
The salary range for this position is $106,200 to $157,200 depending on knowledge, skills, abilities, experience, and location.
Summary
The Wealth Management Advisor II is responsible for collaborating and co-managing with the Managing Director in the maintenance of a high-net-worth client base. They will collaborate with the team and independently manage client portfolios while maintaining active contact with existing clients. The Wealth Management Advisor II will also act as a liaison between the client and the rest of the organization for purposes of expanding client relationships across the enterprise’s wealth offerings. The Wealth Management Advisor II will be engaged in asset allocation, investment strategy, and financial planning solutions with the client using discretionary and independent judgment. While continuing the work with the Managing Director, the Wealth Management Advisor II may begin co-managing client relationships.
Responsibilities
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
You’ve never worked anyplace like Sunflower Bank!
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available in our privacy policy.
At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.
Sunflower Bank, N.A./ First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Management Advisor II at our Irvine, CA Location.
The salary range for this position is $106,200 to $157,200 depending on knowledge, skills, abilities, experience, and location.
Summary
The Wealth Management Advisor II is responsible for collaborating and co-managing with the Managing Director in the maintenance of a high-net-worth client base. They will collaborate with the team and independently manage client portfolios while maintaining active contact with existing clients. The Wealth Management Advisor II will also act as a liaison between the client and the rest of the organization for purposes of expanding client relationships across the enterprise’s wealth offerings. The Wealth Management Advisor II will be engaged in asset allocation, investment strategy, and financial planning solutions with the client using discretionary and independent judgment. While continuing the work with the Managing Director, the Wealth Management Advisor II may begin co-managing client relationships.
Responsibilities
- Support Managing Directors in business development activities and in determining client wealth management needs
- Work with the Managing Director to maintain and expand client relationships
- Work independently and alongside the Wealth Planning department to provide and present financial planning solutions
- Manage client requests including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues
- Attend and participate in client and/or prospect meetings, and conference calls with clients and the Managing Director
- Prioritize and take ownership of client post-meeting action items
- Document client correspondence utilizing the company CRM system and maintaining client databases according to firm processes and compliance requirements
- Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues
- Prepare investment proposals to address the complex needs of prospective clients
- Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their identified and documented investment strategy.
- Required to be familiar with investment solutions, trade rationale, and market activity and be able to relay or answer client questions when necessary.
- Responsible for working with the Trust Department to perform annual portfolio reviews.
- Actively participate in department discussions to improve the client service model and enhance client experience
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
- Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
- Understand and participate in the Bank’s Community Reinvestment Act program.
- Perform other duties as assigned.
- Bachelor’s degree and/or MBA required in Finance
- Series 65 required
- Certified Financial Planner (CFP) designation preferred
- Minimum of 7-10 years of strong investment management experience
- Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
- Must possess a high level of emotional intelligence and the ability to read situations accurately.
- Must possess business development, COI development and creative networking skills.
- Must have a professional appearance and manner.
- Must be self-motivated and able to develop a sales culture.
- Expected to participate in ongoing Sunflower Bank, N.A. seminars and training dealing with Wealth Management sales, marketing and compliance.
- Experience analyzing and assessing personal financial planning and investment strategy
- Must be able to work flexible hours.
- Must be bondable
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
- Rooted in Strength
- Propelled by Growth
- Individuals in a Great Whole
- Creating Possibility
- Community Focused
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more associate perks & incentives!
You’ve never worked anyplace like Sunflower Bank!
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available in our privacy policy.
Salary : $106,200 - $157,200