Associate RM Wealth Planner

Who We Are

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades.

Since 1889, First American (NYSE : FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential.

Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years.

We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists.

First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

What you'll be doing

• Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives.
• Review and analyze a client’s current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
• Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans.
• Provide expert guidance and client support throughout design of long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations.
• Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time.
• Support business development efforts and collaborate with internal teams to streamline processes, enhance client experiences, and address any issues promptly
• Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality.
• Manage client experience / communication and administration of accounts including transactions, compliance related matters
• Monitors account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.

What you'll bring

• Excellent verbal and written communication skills for internal and external needs.
• A high level of accountability, organization, and attention to detail
• Strong self-sufficiency and able to work independently, as well as in team settings.
• Strong client advisory skills and problem solving skills
• Experience working with clients whose financial assets are in excess of $1 million.
• Excellent communication and interpersonal skills to interact effectively with clients and internal teams and familiar with Word, Excel and Outlook
• Willing to learn how to effectively use unfamiliar databases, team player with employees in other departments, good with meeting deadlines and easily adapts to ever-altering priorities.
• Minimum of 5 years of related work experience. Experience in financial planning and / or estate planning preferred. Requires experience interpreting financial data and ability to read and interpret various kinds of financial statements.
• Experience in banking, financial industry or related field preferred. Requires some working knowledge in the several of the following fields : income, gift and estate tax law and regulations;
• estate planning tools and techniques; financial planning tools and techniques; fiduciary duties and responsibilities; investment products and services;

and an understanding of investment markets and portfolio management.

Salary Range : $73,678.00-$108,350.00

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.

They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

All personnel may be required to perform duties outside of their normal work hours and / or responsibilities from time to time, as needed.

What We Offer

By choice, we don’t simply accept individuality we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success.

We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work.

First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO / paid sick leave and other great benefits like an employee stock purchase plan.