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United Bank · 2 hours ago

Associate Wealth Advisor

Vienna, VA

Full-time

Onsite

Entry Level

2+ years exp

United Bank is a financial institution seeking an Associate Wealth Advisor to support Relationship Managers in client contact and relationship management. The role involves assisting in onboarding new clients, maintaining relationships, and providing data analysis and strategic support under the guidance of a Wealth Advisor.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

Responsibilities

Support Advisors in the administration of trust, investment, retirement, and brokerage accounts

Coordinate closely with all United Wealth Management service lines – Investments, Advanced Planning, Operations, Leadership - that are incorporated into the client relationship

Participate in Business Development-related conversations alongside Advisor

Conduct a broad range of data analysis and present results in an accurate, professional, and informative manner; Deliver spreadsheets, reports, summaries and issue opinions and recommendations to Wealth Advisors regarding client management and business development initiatives

Conduct and coordinate financial, product, market, operational and related research to support strategic and business planning within the department

Focus on business development efforts through our hands-on and holistic approach to identifying and exceeding client needs; Reinforces sales skills by effectively recommending appropriate Bank products and services

Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information

Assist with account opening, asset transfer, account terminations, and special asset management

Act as an initial point of contact for client inquiries and team communications

Actively involved in client and prospect conversations, email exchanges, portfolio reviews, investment discussions, etc

Provide detailed minutes of conversations, when appropriate, to coordinate next steps and future client conversations

Gain knowledge and an understanding of each client’s investment portfolio and the rationale for the investment approach, allocation, underlying holdings, etc

Interact frequently with counterparts in United Wealth Management’s Investment Team to ensure seamless coordination between Advisor and Investment team

Conduct thorough analysis of financial statements and assessment of complex client and prospective client relationships

Review all client Portfolio Review presentations to ensure accuracy, timeliness of data, and recent client activities/actions

Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve (with guidance from senior officers where appropriate)

Interact with current and potential customers and Wealth Advisors to inquire about important information pertaining to transactions or items disclosed within financial statements, etc

Prepare client meeting materials; create and prepare presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met

Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s)

Review accounts monthly and prepare the annual account reviews

Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices

Participate in special projects and identify process improvements

Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices

Qualification

FINRA licensesWealth management experienceMicrosoft Office proficiencyAnalytical skillsRelationship managementMulti-taskingCustomer service focusCommunicationOrganizational skillsContinuous learning