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Wealth Strategies Advisor
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- At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy As part of our team you’ll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy.
- Obtain new clients through detailed targeted business plans; prospects clients in a new business development capacity by sourcing and building own pipeline of clients and opportunities.
- Be responsible for coordinating education, communication and client service for branch advisory & brokerage services programs.
- Ensures Bank activities are performed in compliance with the Bank’s Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.
- 6 years of successful sales/client service experience in a financial services industry possessing a broad background in retirement products, general investment matters and applicable tax and estate planning issues; must have excellent business development skills with proven success in prospecting and building relationships to enhance business opportunities and entrusted to make quality decisions – required.
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