Chesapeake Financial Shares, Inc.

Wealth Advisor/Relationship Manager

US-VA-Williamsburg
4804 Courthouse St., Ste 1
Category
Sales

Overview

 

Chesapeake Wealth Management:

 

Want to work for a solid financial institution that expects 110% from its employees and rewards them accordingly?  We work as a team and have high levels of engagement from our employees.  A primary driver of engagement is job satisfaction.  Contributors to this high level of job satisfaction are the Chesapeake benefits plan from competitive healthcare options to a generous vacation allotment.  Commitment to community also plays into our job satisfaction.  Chesapeake puts great emphasis on the fact that we are only as strong as the communities we serve.  Therefore, we contribute dollars and hours of service to our local communities.  And, we have fun doing it all!

 

Talk to us about a career that makes you want to get up and come to work, have fun and make a difference.

 

 

Summary: 

 

Responsible for active management of existing client relationships and new business development. The position requires a strong financial background, excellent personal communication skills, and experience in and knowledge of investments, trust administration, wealth management and estate planning.

 

Responsibilities

  • Develop high net worth business and increase Chesapeake Wealth Management (CWM) net revenue growth
  • Manage and service existing client relationships
  • Seek new clients through contacts, client referrals, workshops and seminars, centers of influence, other CFS lines of business and nonprofits
  • Regular in-person, telephone and written communication with clients on investment, wealth management, trust and estate matters
  • Work with Portfolio Management team to make recommendations for investment strategies and appropriate asset allocations to achieve clients’ wealth management objectives
  • Strong focus on ethics and adherence to fiduciary rules
  • Represent company at civic, social and after-hour events
  • Serve on in-house committees as needed or requested

Requirements

  • College degree and 5 + years in the wealth management industry
  • CFP, CFA, ChFC, or CTFA professional designation preferred
  • Trust Officer experience preferred
  • Proven track record in business development
  • Proven track record in client servicing and administration
  • Strong verbal and written communication skills
  • Strong in-person client skills; ability to communicate investment and financial strategies, trust and estate matters
  • Demonstrated ability to work in fast-paced environment with attention to detail
  • Willingness to travel throughout our regions and sometimes work outside normal office hours
  • Proficient computer skills
  • Willingness to be a team player in all respects

 

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