Job description
Overview:
Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.
Summary: Responsible for connecting with high-net-worth people in the Northern Neck of Virginia and helping them to achieve their financial goals through our high-touch personalized wealth management process. This role is geared towards your becoming the top financial advisor in two of the wealthiest counties per capita in Virginia. Known as Virginia’s “River Realm”, the Northern Neck is a retirement and second home destination for many wealthy families where outdoor activities are plentiful. We are looking for someone who loves to help people realize their life goals by having a strong financial background and demonstrated experience in multiple areas of wealth management including investment advice, estate planning, trust administration and financial planning. Outstanding communication and collaboration skills are critical for this role, as well as a willingness to travel and thrive within a team. Responsibilities:
Chesapeake Wealth Management-
Want to build a successful career with a financial institution that excels in the industry and has “fun” as one of its corporate values? Our team has high levels of employee engagement, proven in yearly external engagement surveys that rank us in the top 200 banks for multiple years running. We offer competitive benefit plans and have high levels of job satisfaction. Chesapeake puts an emphasis on knowing that we are only as strong as the communities we serve, therefore we contribute service hours and money to our local communities.
Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.
Summary: Responsible for connecting with high-net-worth people in the Northern Neck of Virginia and helping them to achieve their financial goals through our high-touch personalized wealth management process. This role is geared towards your becoming the top financial advisor in two of the wealthiest counties per capita in Virginia. Known as Virginia’s “River Realm”, the Northern Neck is a retirement and second home destination for many wealthy families where outdoor activities are plentiful. We are looking for someone who loves to help people realize their life goals by having a strong financial background and demonstrated experience in multiple areas of wealth management including investment advice, estate planning, trust administration and financial planning. Outstanding communication and collaboration skills are critical for this role, as well as a willingness to travel and thrive within a team.
- Develop high net worth business, bring in new investments clients and increase CWM net revenue
- Develop current and future trustee clients and relationships
- Manage and service existing client agency and trustee relationships
- Seek new investment and trust clients through contacts, client referrals, workshops and seminars, centers of influence, other CFS lines of business and nonprofits
- Keep abreast of tax laws, regulations, trends and other issues that affect client administration.
- Ensure assigned accounts are administered in accordance with the terms of the governing documents.
- Regular in-person, telephone and written communication with clients on investment, wealth management, trust and estate matters
- Work with Portfolio Management team to make recommendations for investment strategies and appropriate asset allocations to achieve clients' and trusts' wealth management objectives
- Oversee the fiduciary management of real estate, closely-held corporations and other unique assets relating to trust administration
- Strong focus on ethics and adherence to all fiduciary rules and regulations
- Represent company at civic, social and after-hour events
- Serve on in-house committees as needed or requested
- College degree and 5 + years in the wealth management industry
- CFP, CFA, ChFC, or CTFA professional designation preferred
- Trust officer experience preferred
- Proven track record in new client business development
- Proven track record in client servicing and trust administration
- Strong verbal and written communication skills
- Strong in-person client skills, demonstrated ability to communicate investment and financial strategies, trust and estate planning issues.
- Demonstrated ability to work in fast-paced environment with attention to detail
- Willingness to travel throughout our regions and sometimes work outside normal office hours
- Proficient computer skills
- Willingness to be a team player in all respects
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