Arizona Bank & Trust

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Private Client Services- Wealth Advisor

at Arizona Bank & Trust

Posted: 2/6/2019
Job Status: Full Time
Job Reference #: 18-1216
Keywords: advisor, planning

Job Description

Arizona Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

The WAS Wealth Advisor III serves as the primary relationship manager for high net worth individuals, businesses, and non-profit organizations for the financial planning, investment management and trust services provided by Wealth Advisory Services.


1. Wealth Advisory Services Sales:
 a. Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advisory services, and securing new relationships.
 b.Identifies and secures additional revenue potential with existing clients, business relationships and other sources.
 c.  Serves as Primary Portfolio Manager/Investment Manager for clients.

Seeks to retain assets from accounts being terminated or in distribution, including establishing relationships with beneficiaries and next generation of current clients.
 d.Meets or exceeds annual fee sales goal.
 e.Participates in community activities and pursues volunteer opportunities to create and maintain visibility within the community and to make acquaintance with centers of influence - both internal and external. 
2. Customer Service:
 a.Serves as trusted advisor for assigned clients, providing exceptional level of personal service, meeting or exceeding prescribed client contact requirements.
 b.Has knowledge of investment management and is able to articulate the strategies and actions of the investment team.
 c.Provides counsel to clients regarding the financial planning concepts of risk management, investments, tax planning, retirement planning and estate planning.
 d.Entertains clients and centers of influence (both internal and external), including lunches, dinners, community events, social events, etc.
3. Trust Compliance:
 a.Administers accounts of assigned relationships in compliance with provisions of governing documents, legal requirements, applicable regulations and established policies and procedures of department.
 b.Utilizes all software systems to meet sales and service requirements and to provide data to management as required.
 c.Achieves agreed-upon necessary continuing education to maintain certifications, designations or degrees, or complete required education to obtain same.
 d.Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.
4. This person will have extensive knowledge of and will be considered a resource person in one or more of the following areas:  IRA Regulations, Complex Fiduciary Accounts and Trust Compliance.
5. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
6. Performs other duties as assigned.

Job Requirements:

1. Bachelor’s Degree; , CFP, CFA,  CTFA, J.D. preferred but not required.
2. 7-10 years of experience as a financial professional, wealth advisor or trust officer; with a strong background in investments sales experience preferred.
3. Previous portfolio management a plus.
4. Experienced with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software.
5. Knowledge of Microsoft Office Applications.
6. Knowledgeable in financial planning, investments and trust services.

Scheduled Weekly Hours:


Tim Type:

Full time

It's always more fun to say "hello" and "thank you" in person, but in today’s electronic world, such opportunities are often diminished. Taking time to visit our career site might be the beginning of a relationship, or it might be one more way of continuing a relationship that has been in place for some time. Either way, we would like to say "welcome" to Arizona Bank & Trust and extend an invitation to visit us any time at any of our locations in Mesa, Phoenix, Chandler, Tempe, Gilbert, and Scottsdale.

At Arizona Bank & Trust, we believe that outstanding customer service is the most important core value we can offer you. Our employees strive for it by understanding your particular situation and providing products and services that exceed your expectations. We know that customer trust and satisfaction must be earned every day and in every way. We pledge to demonstrate this each time you use our bank, on site and online.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 30+ Days Ago

Full time


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!