Wealth Advisor - Somerset County

Summary As part of the Somerset Trust Team, it is the expectation that all employees provide exceptional customer service to both internal and external customers, foster positive, respectful collaboration with colleagues across the organization, and uphold the values of the company (Service, Fairness, Honesty).

Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management.

Manage- Wealth Advisors are responsible for leading the client experience.

This is accomplished by building a team around the client.

This includes a portfolio manager, Trust officer, and various account administrators.

Maintain- Creating long-term relationships with clients is a focus for this role.

This is accomplished through continued review of our client's financial goals and updating the plan as objectives may change.

STC Wealth Management offers advice and planning strategies focused on helping clients meet their investing and financial goals.

This includes retirement planning, Trust and estate planning, as well as managing the overall risk of a client's investment, as well as their objectives.

Essential Duties and Responsibilities · Works with our team in creating personalized solutions on behalf of you and your clients.

· Determines a client's goals and objectives.

· Identifies sales opportunities through internal and external prospecting.

· Develops and expands client relationships through business development and COI networking.

· Offers planning and investment knowledge to solve client problems appropriately and efficiently.

· Presents financial recommendations and guidance to clients.

· Establishes individual financial plans based on client financial needs and objectives.

· Monitors financial plans and recommends changes as needed.

· Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.

· Drives investment education and visibility among bank staff.

· Partners with lenders and managers to develop opportunities for new business.

· Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.

· Understand and support all BSA/AML responsibilities as applicable to the position as well as consistently, accurately, and timely carry out these responsibilities in compliance with the Bank's internal policies · Perform other related work and duties as assigned Education and/or Experience · 3+ years working in the financial services industry.

· CFP, CTFA, CPA, JD preferred but not required.

· Bachelor's degree (B.

A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

TECHNICAL SKILLS · Ability to operate a personal computer and job-related software.

(Browser/Web-based systems, Microsoft Officer).

· Knowledge of Microsof...