The Wealth Management Advisor (WMA)
ensures the delivery and execution of the Wealth5outh client experience and
service standards. By collaborating with
WealthSouth specialists, the WMA works to identify client and prospect
needs. Once those individual needs are
determined, the WMA coordinates team members to ensure proper delivery of
financial solutions. WMA is responsible
for working with team members to ensure appropriate information exchange and
necessary resources are available to meet client objectives.
1. Develops and
prospects internal and external centers of influence to build and cultivate new
client relationships for WealthSouth.
opportunities with new and existing bank customers. Continually monitors and
evaluates client needs to identify opportunities to broaden the household
proficiency in the utilization of consultative and advice driven sales; manages
execution of client service standards to develop and retain lasting client
4. Collaborates with a
customized team of specialists to deliver high-quality client service.
5. Ensures client
service standards are met based on needs, asset allocation, and risk
6. Identifies and
refers client opportunities to the appropriate Wealth5outh specialist utilizing
advanced planning solutions.
7. Coordinates and
collaborates with client third party advisors (e.g., attorney, accountant) to
ensure synergy of advisors' recommendations, consistent to client goals.
8. Partners with
internal and external service providers to optimize effectiveness and
9. As the potential
primary contact, resolves problems in a timely and effective manner.
10. Provides client with information regarding current trends
and commands a thorough knowledge of investment products, trading strategies
and market dynamics.
11. Maintains satisfactory knowledge of risk management,
trust, private banking, estate planning, and wealth planning matters.