Wealth Manager
Bar Harbor Bank & Trust is seeking a Wealth Manager to join our team in Concord, NH.
Responsibilities will consist of building and retaining client relationships, business development, decision making authority regarding client account management, and provide guidance and expertise to clients in meeting their financial goals and needs.
Essential Duties and
Responsibilities:
Responsible for the overall management of the client relationship for accounts developed or assigned.
Coordinate client communications and work closely with colleagues to ensure the quality of the client experience.
Understands and adheres to all firm policies and procedures involving account administration.
Ensures client files are maintained accordingly with appropriate documentation in support of compliance, regulatory, audit and examination directives.
Provides a level of service that cultivates retention and referrals from existing clients.
Maintains knowledge of the client's financial needs and objectives.
Takes appropriate action as warranted due to changes in (a) client situation, needs, or objectives; (b) changes in the legal or regulatory landscape; or (c) economic situation.
Maintains current understanding of regulations as they relate to Fiduciary issues by understanding Trust/Wealth Management regulations, compliance and other legal matters.
This position requires a candidate with the following knowledge, ability, and skills:
BS/BA Degree.
Two to five years of trust/wealth experience including:
trust administration, knowledge of personal and trust taxation, estate planning, private banking and retirement planning.
Equivalent combination of education and experience.
Desire to add CTFA or CFP designation through continuing education.
Bar Harbor Bank & Trust offers a competitive salary, medical/dental/vision/life insurance, paid holidays, 401(k) plan, paid vacation and sick time, incentives, wellness program, and continuing education benefits.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
If you are interested in joining our team, please apply online at https:
//www.
bhbt.
com.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
EEO is the law English - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/eeopost.
pdfEEO is the law Spanish - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/eeosp.
pdfEEO is the Law Poster Supplement - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.
pdfPay Transparency - https:
//www.
dol.
gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.
pdfEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Administration Auditing Banking Services Communication Economy Estate Planning Estimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities will consist of building and retaining client relationships, business development, decision making authority regarding client account management, and provide guidance and expertise to clients in meeting their financial goals and needs.
Essential Duties and
Responsibilities:
Responsible for the overall management of the client relationship for accounts developed or assigned.
Coordinate client communications and work closely with colleagues to ensure the quality of the client experience.
Understands and adheres to all firm policies and procedures involving account administration.
Ensures client files are maintained accordingly with appropriate documentation in support of compliance, regulatory, audit and examination directives.
Provides a level of service that cultivates retention and referrals from existing clients.
Maintains knowledge of the client's financial needs and objectives.
Takes appropriate action as warranted due to changes in (a) client situation, needs, or objectives; (b) changes in the legal or regulatory landscape; or (c) economic situation.
Maintains current understanding of regulations as they relate to Fiduciary issues by understanding Trust/Wealth Management regulations, compliance and other legal matters.
This position requires a candidate with the following knowledge, ability, and skills:
BS/BA Degree.
Two to five years of trust/wealth experience including:
trust administration, knowledge of personal and trust taxation, estate planning, private banking and retirement planning.
Equivalent combination of education and experience.
Desire to add CTFA or CFP designation through continuing education.
Bar Harbor Bank & Trust offers a competitive salary, medical/dental/vision/life insurance, paid holidays, 401(k) plan, paid vacation and sick time, incentives, wellness program, and continuing education benefits.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
If you are interested in joining our team, please apply online at https:
//www.
bhbt.
com.
Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran.
EEO is the law English - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/eeopost.
pdfEEO is the law Spanish - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/eeosp.
pdfEEO is the Law Poster Supplement - https:
//www.
dol.
gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.
pdfPay Transparency - https:
//www.
dol.
gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.
pdfEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Administration Auditing Banking Services Communication Economy Estate Planning Estimated Salary: $20 to $28 per hour based on qualifications.
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