- Identify and drive new business opportunities within the bank's existing client base and external networks.
- Actively participate in community organizations to build referral networks and new business opportunities.
- Cultivate, expand, and maintain strong relationships with high-net-worth clients and prospects by developing a deep understanding of their unique goals, risk tolerance, and investment preferences.
- Provide financial advisory services such as wealth management, estate planning, investment management, and tax planning to a portfolio of client relationships.
- Monitor market conditions, economic developments, and investment oversight.
- Chair the Investment Policy & Strategy Committee and Trust Investment Review Committee.
- Maintain and monitor the division's asset allocation models and approved securities lists.
- Monitor and review performance and suitability of utilized mutual funds, exchange-traded funds, bond holdings and outside managers for clients' portfolios and divisions investment philosophy.
- Design and manage investment portfolios in accordance with clients/beneficiary's goals and risk profile.
- Other projects and research as assigned.
- Bachelor's degree or equivalent education/ experience.
- Must be a Certified Financial Planner (CFP).
- Fundamental knowledge of fiduciary duties and regulatory responsibilities.
- 7+ years of relevant work experience in financial services.
- Management experience.
- Competitive compensation.
- Health and welfare benefits.
- Retirement plan with both Roth and traditional 401k features along with a company match.
- Generous paid time off.
- A close-knit work environment that values all employees.
- The ability to see the difference you will make within the bank, the community, and for our clients.
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Senior Wealth Advisor - Woodridge, United States - FNBC Bank and Trust
Description
Who we are
FNBC Bank & Trust is a locally owned bank and wealth management company with a 100-year history of providing financial services, support, and leadership to our clients and communities throughout the Chicago metropolitan area. We offer a full range of personal banking, commercial banking, lending, trust, and wealth management services. We are locally owned and locally managed. Our independence is an advantage for our clients it gives us the flexibility to tailor creative solutions for specific needs.
Our main office along with our Wealth Management building are in LaGrange, Illinois, across the street from the historic Stone Avenue train station, making it an easy commute from Chicago and the near-west suburbs via the Metra West BNSF train line. We also have branch offices in Western Springs and West Chicago.
Our Wealth Management team helps individuals, families, business owners, and nonprofit organizations make better financial decisions. We oversee more than $1 billion in client assets where we serve as trustee, executor, guardian, investment manager, and custodian. Our service mission is to lead with a customer-first mindset and provide personalized services to our clients.
What you will do
You will use strong business development and relationship management skills to help lead the development and growth of the Wealth Management division and its client base. You will oversee the Investment team and work with the entire Wealth Management team to ensure a client's financial objectives are being met.
You will adhere to Bank policies, procedures, and best practices, along with all State and Federal rules and regulations.
How you will do it
Qualifications you will need
It would be great if you had
What you will get
Our mission is to focus on our customers, help them achieve their financial goals, and to invest in our local communities.
FNBC Bank & Trust is an EEO/ AA/ VET/ Disability employer.
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