Senior Wealth Investment Associate

Job description

Overview: Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. Primary Responsibilities: - Support assigned Investment Advisor(s) in preparing for client meetings and providing support. - Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews of a more complex nature. - Maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships. - Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners. - Maintain a current understanding of changes in the industry including Federal and state specific and various government regulations. - Participate in sales effort. Identify and develop additional opportunities with existing clients. - Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Clien...