Wealth Advisor - (Lynchburg, VA)

Essential Duties and Responsibilities: The following is a summary of the critical functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. As primary point of contact, integration and responsibility for affluent clients, sell, deliver and provide ongoing service for a broad spectrum of fee income and retail banking products and services appropriate to affluent clients. Deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor directly assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Meet revenue growth, profitability and retention goals by developing new clients and expanding services and marketing new products to existing clients.