Wealth - Associate Relationship Manager

The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Advisor role.   This role will function within and support servicing, planning and client meetings.  

Key Responsibilities:

• Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
• Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
• Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
• Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
• Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
• Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
• Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
• Clear Touch: contribute to internal client service process and maintain client contact services standards.
• Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
• Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
• Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:

• Bachelor’s Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.  
• Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
• Specialized knowledge of investment management and financial planning.
• Series 65 (IA) required (will be given 6 months to achieve)
• Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
• Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
• Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.