Associate Advisor – Hybrid/Remote

Job Responsibilities : Associate Advisor – Hybrid/Remote

Salary : $70600 per year

Company : First American Bank

Location : Remote US

Job Description:

First American Bank is a family owned full-service bank with over 50 locations in Illinois Florida and Wisconsin. Our mission is simple: to offer competitive banking products with the personal attention and service customers deserve. First American Bank can offer employees a level of visibility and stability that is difficult to find in many larger corporations. We are looking for people who want a career – not just a job!

This position will manage service and grow relationships within an existing portfolio of wealth management clients. Additionally this position will partner with Advisors within the Wealth Management Group with complex transactions servicing and support responsibilities related to business development activities and the management of client accounts.

Flexible work from home options available.

Act as primary advisor and key consultant to a portfolio of clients using an advisory approach.

Partner with Senior Advisors to analyze investment opportunities and client needs and recommend appropriate strategies.

Independently researches and analyzes third party reports and data to assess determine and identify various market conditions tax-reduction strategies estate planning asset allocation etc.

Prepares detailed presentations and meeting materials for existing and prospective clients.
Independently assesses the client’s financial situation and provides individualized recommendations including financial projections asset allocations and regulatory/tax risks.

Provides guidance to Bank’s Wealth Management Advisors and Support teams to identify issues and recommend alternatives for ongoing processes.

Work with Bank partners to assure timely resolution of service or account related issues.
Responsible for the client experience including negotiating problem resolution and setting expectations to meet both client needs and bank objectives as it relates to deposits transfers distributions reporting and address changes on Wealth Management and Bank systems.

Responsible for reviewing and approving documentation provided to First American Bank as authorization to act on client transaction requests.

Must exercise judgement with respect to required documentation for specific transactions and evaluate First American Bank’s ability to act upon a request including opening/closing client accounts and the asset transfer process to and from other organizations.

Exhibit and apply strong risk management and compliance with all policies and procedures including pro-active notification to Advisors and senior management.

Maintain documentation of all client interaction in CRM and all electronic imaged files in the bank’s document management system.

Conduct and complete additional assignments/projects as designated by management.

Bachelor’s degree required.

Pursuing advanced degree or professional designation (CFP CFA) a plus.

Minimum of three years of experience within wealth management financial planning financial services or related field required.

Preferably within a fiduciary environment.

Must have strong organizational and time management skills and a commitment to accuracy.

Must be professional comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.

Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats including emails letters and electronic platforms. Maintain professional standards relating to spelling and grammar.

Maintain credibility through professional demeanor appearance and presence by modeling standards appropriate to our environment and industry.

Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills adopting a constructive solutions-focused approach.

Use sound professional judgment to balance the interests of the organization and customer understanding and using available resources to mitigate risks.

Proficiency with Microsoft O365 products CRM and wealth management and bank accounting systems including the ability to effectively prepare or review documents procedures and reports.

Demonstrated ability to learn new systems and applications as well as the ability to understand adapt and adjust responsibilities/workflows as a result of system upgrades.

Occasional travel to various locations throughout the Chicago metro area required.

Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.

Punctuality is required to maintain First American Bank’s customer service standards.

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