Associate Wealth Advisor
3.
0 Quick Apply 1 hour ago Full Job Description For immediate consideration, please text AWA to 617-307-7669.
Summary:
Do you have experience in #businessdevelopment with HIGH NET WORTH clients? Do you have the passion for building your own book of business? Maybe you have not had the chance to close new business on your own, but have experience in #wealthmanagement prospecting and holding initial discovery calls with potential clients.
Responsibilities:
Identifies and develops new clients to build a relationship with goal of providing solutions for all their financial needs Generates revenue for Wealth Management including Deposits, Residential Mortgage Lending, and Commercial Lending As the central relationship manager, ensures clients are receiving highest possible level of services and that all financial needs are being identified and addressed Proactively advises and consults with clients and prospects to present Cambridge Trust's available financial services Closely monitors performance of client accounts to ensure accounts are meeting client needs.
Maintains awareness of client's goals, income, and spending.
Develops and maintains strong centers of influence (COI) network that can serve as referral network for potential prospects and new clients Performs additional duties, as needed to fulfill needs of the client and the organization
Qualifications:
Bachelor's degree in business, finance, or related field Minimum 5 years in financial services including:
4 years in a business development position 3 years of business development experience in the financial services industry OR 3 years of experience in Private Banking and/or Wealth Management 2 years' experience in developing investment proposals/business development presentations 3 years' experience working with high net worth individuals and families, privately held businesses, private partnerships, and non-profit organizations.
Strong knowledge of banking, lending, and wealth management products Excellent business development, marketing, and client service skills Strong analytical, time management, and decision-making skills Ability to work in growth environment Ability to build new relationships with both centers of influence, potential clients, and referral sources Knowledge of Merrimack Valley professional community Although we list out what we generally look for, we are likely missing other attributes and skills you have that could make you a great fit.
Research has shown, this especially applies to women and other marginalized groups who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%.
The point we're getting at, it doesn't hurt to take a chance and apply! Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Quick Apply 1 hour ago Full Job Description For immediate consideration, please text AWA to 617-307-7669.
Summary:
Do you have experience in #businessdevelopment with HIGH NET WORTH clients? Do you have the passion for building your own book of business? Maybe you have not had the chance to close new business on your own, but have experience in #wealthmanagement prospecting and holding initial discovery calls with potential clients.
Responsibilities:
Identifies and develops new clients to build a relationship with goal of providing solutions for all their financial needs Generates revenue for Wealth Management including Deposits, Residential Mortgage Lending, and Commercial Lending As the central relationship manager, ensures clients are receiving highest possible level of services and that all financial needs are being identified and addressed Proactively advises and consults with clients and prospects to present Cambridge Trust's available financial services Closely monitors performance of client accounts to ensure accounts are meeting client needs.
Maintains awareness of client's goals, income, and spending.
Develops and maintains strong centers of influence (COI) network that can serve as referral network for potential prospects and new clients Performs additional duties, as needed to fulfill needs of the client and the organization
Qualifications:
Bachelor's degree in business, finance, or related field Minimum 5 years in financial services including:
4 years in a business development position 3 years of business development experience in the financial services industry OR 3 years of experience in Private Banking and/or Wealth Management 2 years' experience in developing investment proposals/business development presentations 3 years' experience working with high net worth individuals and families, privately held businesses, private partnerships, and non-profit organizations.
Strong knowledge of banking, lending, and wealth management products Excellent business development, marketing, and client service skills Strong analytical, time management, and decision-making skills Ability to work in growth environment Ability to build new relationships with both centers of influence, potential clients, and referral sources Knowledge of Merrimack Valley professional community Although we list out what we generally look for, we are likely missing other attributes and skills you have that could make you a great fit.
Research has shown, this especially applies to women and other marginalized groups who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%.
The point we're getting at, it doesn't hurt to take a chance and apply! Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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