Job Information
Heritage Bank Wealth Strategies Advisor in Bellingham, Washington
*Base Salary Range *
$67,724.00 annual, plus production incentive.
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. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month, while also enjoying 11 paid holidays each calendar year, and an annual float day. pro-rated from start date, and/or hours worked. *To view Benefits Summary: Apply > Current Openings > position > attachment.*
Position Overview * *
Heritage Bank has an exciting opportunity to join our organization! We are seeking an experienced Wealth Strategies Advisor in our Northwest Washington region.
The selected candidate for the *wealth strategies advisor *role
will have accountability for managing and growing an existing book of business in the assigned territory and is responsible for advising Wealth Management, Commercial and Retail Bank clients with financial planning strategies and investment management matters, while providing quality service to internal/external customers in support of the Bank's strategic initiatives, to meet/exceed revenue growth, profitability, and retention goals by acquiring new clients and expanding services to existing clients.
Geographical location for this position is Bellingham, WA. Depending on experience other Heritage Bank locations in Island, Skagit, and Whatcom counties may be considered.
The successful candidate will:
Be accountable for achieving/exceeding key objectives and goals in, business development, client retention, revenue growth, portfolio quality, client satisfaction, and knowledge of comprehensive wealth management and financial planning solutions.
Work with new and existing clients to identify investment objectives and matches their profiles to available products and services. Research and analyze clients' complete financial picture to develop informed recommendations based on individual client situations in order to determine how to best provide service, financial advice, and recommendations.
Build and maintain knowledge of fiduciary responsibilities and complete annual administrative account reviews. Seek continued development of fiduciary and advisory skills through training and experience.
Be responsible for prospecting, advising and serving Wealth Management clients; establishes trusted relationships and proactively generates referrals from clients and centers of influence (COI) to include all lines of business within the Bank and third party advisors (e.g. attorneys, accountants, etc.).
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.
Actively manage larger client relationships to generate a profitable investment revenue and financial planning fee contribution to the Bank.
Effectively profile clients and identifies needs for line of business referrals and collaboratively partners with Commercial and Retail Banking; proactively responds to branch and lender requests for client meetings and appointments to cross-sell products and services in the area of investment, insurance, estate transfers, and general financial planning.
Maintain an orga