| Sr. Wealth Advisor | Please go to our website to apply at https://recruiting.paylocity.com/Recruiting/Jobs/Details/66288 | False | 1/11/2019 | A four-year degree in accounting, finance, business or equivalent is required; advanced degree and/or CPA, CFP, CTFA, or other similar professional designation desirable. Seven years of investments, financial planning, trust experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills; strong business development, relationship management and networking skills; ability to maintain the integrity of highly confidential client and Bank information. Must possess computer functioning and typing skills, strong mathematical skills up to and including statistical analysis; legible handwriting; cross-selling skills. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of activity; highly effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by the bank strategic plan. | H-6297 | Primary point of contact and lead relationship manager and fiduciary advisor for our high net worth clients. Responsible for developing comprehensive, integrated wealth plans and strategies for clients including families of high net worth individuals, foundations, endowments and planned giving programs. Assesses needs for wealth transfer and accumulation; retirement, succession and charitable planning. Understands and administers complex fiduciary accounts in accordance with the terms of their governing documents. Understands and completes job responsibilities in accordance with federal and state regulations.
Essential Functions:
- Develops and maintains system for periodic financial reviews and timely follow-up with new and existing clients
- Prepares and presents analytical reports and proposals for customized client reviews
- Researches products and solutions supporting planning and investments
- Leads internal Trust Investment Committee
- Researches, prepares, and monitors investment reviews for Planning and Trust
- Partners with all areas of Wealth Management team to ensure comprehensive financial advice and planning
- Responsible for fiduciary administration and adherence to compliance regulations
- Manages sales planning for self to achieve designated goals, client experience and financial results
- Generates new business focused through planning and wealth management services
- Builds referral relationships with other WNB Financial businesses to grow and leverage mutually effective professional networks
| Since 1874 WNB Financial has been an important part of the heritage and history of Winona, MN. WNB Financial’s downtown building was erected in 1916, originally housing both the Winona Savings Bank and the newly formed Winona National Bank.
Shortly after the historic building at 204 Main Street opened, the two banks merged to form "Winona National and Savings Bank". In 2001, Winona National and Savings Bank merged with its sister-bank, Town and Country State Bank, to once again form "Winona National Bank". At the time of this merger, both banks were subsidiaries of Winona Banc Holding Company. The merger allowed a consolidation of processing, combining of expertise, and three convenient locations in Winona: East, West, and Downtown. In 2017, a loan production office was opened in Eau Claire, Wis., to expand commercial loan services into the Chippewa Valley. |