Fiduciary Wealth Advisor

The Fiduciary Wealth Advisor serves as the relationship manager for a diverse network of clients, managing fiduciary accounts and relationships, and participating in the retention of existing clients. The ideal candidate will have a broad and deep understanding of sophisticated wealth management practices and investment strategies.

Requirements

• Bachelor’s degree required
• Minimum of five (5) years of financial sales, investment, or portfolio management experience required
• Minimum of three (3) years of wealth management experience required
• Ability to attain Certified Trust and Financial Advisor certification (CTFA) within one year of employment
• Certified Financial Planning certification highly desired
• Demonstrated experience in effective account/relationship management required
• Ability to present situations and resolutions effectively
• Ability to travel as business needs arise, some travel may require overnight stay
• Ability to read and interpret legal documents
• Ability to design, develop, and support fiduciary responsibilities and transactions
• Ability to sell financial solutions to clients and prospects
• Excellent oral and written communication skills
• Proficient in Microsoft Office products
• Ability to provide attentive and thoughtful client service
• Ability to consistently represent the Bank in a professional manner
• Strong organizational skills and detail oriented
• Ability to handle multiple tasks simultaneously
• Excellent customer service skills

Benefits

• cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs