Wealth Management Advisor - Bay Harbor/Traverse City, MI

Job Description

Job Description

WHO WE ARE

At Greenleaf Trust, our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients.

SUMMARY

Manage client relationships to perform activities relative to our role as wealth management advisors.

Your role in serving our clients and growing the base of clients served by Greenleaf Trust includes:

Client Care:

• Responsible for proactive client contact providing “high touch” communication and service to clients.
• Develop and maintain a basis of knowledge in key areas of investment management, tax planning, retirement planning, philanthropic planning, trust and estate planning, and insurance planning.
• Help clients define their needs, goals, and objectives. Responsible for developing and implementing a personalized Wealth Management Plan and ongoing strategies to achieve the client’s near-term goals and ultimate legacy plan objectives.
• Meet with prospective and existing clients regularly to maintain open communication on their portfolio status and other wealth management strategies within the relationship.
• Manage client portfolios as set forth in the wealth management plan and investment policy statement while satisfying clients’ wants, needs and desires.
• Provide continuous support to new clients throughout the account transfer process.
• Coordinate with the client’s other professional advisors, such as tax and legal advisors.

Purposeful Growth:

• Generate new opportunities through direct contact with existing clients, prospects, and referral sources.
• Actively participate in business development activities and team meetings, event-driven marketing activities, and media opportunities.
• Promote Greenleaf Trust offerings in the community including holistic wealth management, trust services, and retirement plan administration.
• Deliver presentations to prospective client and referral sources explaining the function of Greenleaf Trust’s Wealth Management Division and the potential financial and tax advantages to be gained through portfolio design and implementation as well as various other wealth management strategies.

Fiduciary Excellence:

• Act in fiduciary capacity to perform activities related to investment and wealth management for the clients we serve.
• Ensure that fiduciary judgment is followed based on the terms of the investment policy statement and investment guidelines of trust documents.
• Complete investment policy documents and required reviews in a timely manner as determined by the trust committee.
• Ensure that the steps in the CFP(R) Board’s financial planning process are completed and continuously monitored.

Teamwork and Collaboration:

• Provide expertise and back-up to other team members regarding portfolio management, wealth management planning, and other issues.
• Serve as a mentor to other Wealth Management Advisors and Associates.
• Work closely with Client Centric Team (CCT) members to support client needs. Track client communications in CRM system.
• Share insights and best practices to foster a culture of continuous learning and professional development.
• Assist with seminar content development in areas of expertise.
• Actively participate in internal meetings and workgroup(s) for various projects.
• All other duties as assigned

Continuing Education:

• Participate in continuing education opportunities to remain current with new developments in the industry

DEI COMMITMENT

Greenleaf Trust is committed to diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations.

SECURITY RESPONSIBILITIES

Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations.

MINIMUM EDUCATION / EXPERIENCE REQUIRED

• Bachelor’s Degree and minimum 5 years of experience in portfolio and wealth management, or equivalent education and experience.
• Certified Financial Planner® or Chartered Financial Analyst® designation is strongly preferred.
• Sales experience in a service-related field.

TALENTS, KNOWLEDGE, SKILLS, ABILITIES

• Strong interpersonal skills (“people skills”)
• Strong verbal and written communication skills.
• Strong thought leadership and analytical ability.
• Ability to collaborate with other team members to develop and grow a robust learning environment among the Wealth Management Team.
• Self-motivated, ability to work independently while fully functioning in a team environment.
• Ability to maintain a positive attitude while recommendations are reviewed and challenged by other team members.
• Ability to work in a complex environment and successfully perform with multiple priorities.
• Attention to detail
• Proven knowledge and results of sales process
• Financial planning

EQUIPMENT USED

• Computer
• Various copiers, printers, and scanners
• Multi-line phone
• Audio Visual Equipment
• Smart Phone

SYSTEM APPLICATIONS USED:

• Office 365
• Salesforce
• Global Wealth (Fi-Tek)
• EMoney Advisor

CONTACTS

• Internal Greenleaf Trust team members
• Attorneys
• Tax advisors
• Other trusted advisors

PHYSICAL REQUIREMENTS

• Responsible for focused work on computer.
• Must be able to sit and work at a computer, make phone calls, schedule, and participate in video conferences, phone, and in person meetings.

WORK ENVIRONMENT

Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible.

OTHER

• Regular and predictable attendance is required.
• The position may require full day or overnight travel, approximately 40% of the time, to meet with clients outside of the general area.
• Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.