Associate Director, Eagle Invest Advisor @ First Republic Bank - Los Angeles, CA

Associate Director, Eagle Invest Advisor

Description


Associate Director, Eagle Invest Advisor



At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here.



Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals.



Responsibilities


What you will do as an Eagle Invest Advisor:

  • Respond proactively and independently to the individualized needs of the client. Must be able to react to time pressure and difficult situations appropriately.
  • Communicate with clients in a professional, knowledgeable manner. Ability to review portfolio activity with clients as well as proficiently explain portfolio performance against client stated risk tolerance and independently conduct client meetings.
  • Develop strong working relationships with bank referral sources. Efficiently handles referrals and opportunities identified by Relationship Managers, Bankers, Wealth Advisors, Wealth Managers and/or Trust Officers by effectively utilizing the digital tools available.
  • Participate in internal projects and special client assignments.
  • Resolve client inquiries, concerns and problems effectively and in a timely manner. Responsible for client retention and day-to-day client satisfaction.
  • Efficiently maintain to scale and further develop existing client relationships amongst our broad and diverse client base.
  • Ability to demonstrate the understanding of key Private Wealth Management and Bank products.
  • Contribute to the department as a whole with an emphasis on team work.
  • Displays proficiency with Microsoft Office, Power Point, Excel and a familiarity with or ability to be trained on Fidelity Advisor Portal, the CRM database and other software solutions integrated with our technology partner.
  • Adhere to all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Identify and report suspicious activity to the AML officer.

In executing these duties and responsibilities, the estimated time allocation for the successful candidate will be:

- Advise clients, respond to client inquiries, ongoing portfolio management - 20%

- Work in coordination with other First Republic teams to further cross-service clients - 60%

- Other responsibilities: marketing, test product enhancements, and drive tactical initiatives for further development of the product - 20%



Qualifications


What skills you will use:

  • Bachelor's degree, preferably with a focus on accounting, finance or economics.
  • Series 7 and 66 (or 63/65 combination)
  • CFP designation (or desire to pursue in future) strongly preferred
  • Strong communication and organizational skills.
  • Proven ability to manage multiple tasks with multiple colleagues
  • Foundation in essential planning concepts (retirement planning, education planning, paying off loans vs. saving)
  • Strong writing and verbal skills
  • Fully understand the white glove First Republic Bank service model
  • Ability to work remotely from their main team/information center
  • Ability to work well with other groups (ops team, advisors, engineers)
  • Ability to stay on top of updates via written communication channels
  • Innovative and vocal about changes needed to better the product, both internally and externally for the clients
  • Strong understanding of our competitor landscape (in the robo advisor space)
  • Ability to understand complex topics and simplify for clients (i.e. translate algorithm)
  • Strong troubleshooting/technology skills
  • Knowledge of all MS office applicationsAre you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career - apply now

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.



We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability - that's the First Republic way. Come join us!



This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.



First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.