Senior Wealth Investment Advisor Associate

**Overview:**

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

**Primary Responsibilities:**

+ Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
+ Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
+ Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
+ Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
+ Develop an understanding of changes in the industry including Federal and state specific and various government regulations.<...