Georgia Employer PRIVATE WEALTH ADVISOR - #R0005392 in Columbus, Georgia
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing or by calling 866-362-6451. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for identifying, soliciting, servicing, delivering or coordinating the delivery of a broad range of financial products and services for their markets most affluent and financially complex clients within BB&T's Private Financial Services segment. Delivering retail financial plans; proactively developing new client relationships; and delivering exceptional, high-level relationship management to clients and prospects. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as the affluent clients' primary financial advisor for the markets' most affluent clients within the segment. Coordinate, deliver, and provide financial products and services for assigned clients via on-going relationship management (i.e., Retail Deposits, SMART Money Manager, Retail Credit, Mortgage Loans, Trust and Asset Management, Insurance, Investments, Retail Financial Plans, Scott & Stringfellow, etc.). 2. Work with clients and prospects to coordinate the information gathering, delivery of financial plans utilizing the Wealth Planning Unit. In addition, work with the client and appropriate internal and external partners to implement more sophisticated and complex solutions and/or recommendations as appropriate for this level of affluence. Meet with clients at least annually to update plan information. 3. Successfully execute the Trusted Advisor Process by establishing and maintaining an understanding of the client's financial needs through planned, proactive interaction and continuous use of the BB&T profiling model. 4. Acquire new affluent households and grow current share of wallet for the Bank at a rate that sets the example for others on the team; meet growth goals for Private Financial Services clients (loans, deposits, fee-based revenue) as assigned. 5. Embrace the BB&T Decathlon process, which includes, but not limited to, the delivery of the Perfect Client Experience behaviors, support of the BB&T segmentation models, full use of the automated sales process and support of referral processes and guidelines. 6. Establish and maintain excellent working relationships with various specialists (IRM Partners) designated to support client service and client development efforts (i.e., mortgage origination, investment services, trust and asset management services, insurance services, etc.). Serve as an advocate for clients with other business units. 7. Develop and approve retail loans for clients and prospects within limit of authority. Prepare and present/recommend to higher authority any loans in excess of lending authority. 8. Evaluate and extend credit and terms in accordance with BB&T lending policy and lending authority. 9. Assume responsibility for proper documentation and proper review of clients' financial stat... For full info follow application link. BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.