Job details

Associate Wealth Management Advisor

Who We AreJoin a team that puts its People First! 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 DoResponsible for selling investment and trust services to high-net-worth individuals and families. Develop leads primarily through networking with key centers of influence and community organizations and leaders, as well as participating in presentations and events to meet revenue goals.HOW YOU’LL CONTRIBUTE• Develop external leads through solicitation of attorneys, accountants and other centers of influence including, channel firm representatives, community leaders and organizations to sell investment management and trust business.• Develop business opportunities through other FAT distribution channels that may exist currently or in the future.• Provide periodic estate planning, trust, and investment management seminars for prospects and /or professionals as appropriate to generate prospective business and referrals.• Conduct review of prospect’s financial picture and recommend solutions to meet stated goals and objectives.• During the sales process, provide detailed analysis of complex financial situations to propose the appropriate services to the prospective client.• Use analytical and sales skills to relate individual customer asset situations to specific products, as well as interactive skills to comprehend prospect needs and respond with the appropriate solutions.• Responsible for the sales process from inception through account set-up and opening.• Identify issues and inefficiencies and recommend process improvements.• Other duties as assignedWHAT YOU’LL BRINGRequired Education, Experience, Certification/Licensure• Bachelor’s degree or equivalent combination of education and experience• 1-5 years of trust and/or investment management sales experience with a strong background working specifically with HNW individuals and their advisors.KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)• Requires basic to intermediate investment and financial planning knowledge.• Strong written and verbal communication skills• Strong interpersonal skills• Self-motivated; self-starter• Ability to manage multiple tasks and respond quickly to emergent problems.• Comfortable learning and utilizing technology applicable to daily responsibilities.• Proficient in Microsoft Word, Excel, and PowerPointWhat We OfferBy 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.

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What You Should Know About Associate Wealth Management Advisor, First American Financial Corporation

Are you ready to make a real impact in the world of finance? As an Associate Wealth Management Advisor at First American in Virginia, you'll be stepping into a fulfilling role where your skills will shine as you help high-net-worth individuals and families navigate their financial futures. Our team prioritizes its people and is consistently recognized for its supportive and inclusive culture. You’ll tap into your networking prowess to develop leads through various centers of influence, such as attorneys and accountants, while also participating in engaging community events. Your responsibilities will include conducting insightful reviews of prospects' financial pictures, delivering estate planning seminars, and guiding clients through complex financial situations with tailored solutions. What sets this role apart is our commitment to your professional growth and success. Be prepared to take responsibility for the complete sales process and make meaningful contributions that enhance our advisory services. With 1-5 years of sales experience in investment or trust management, a keen understanding of financial planning, and outstanding communication skills, you'll fit right in. At First American, we take pride in our People First culture, celebrating diversity and empowering everyone to bring their true selves to work. If you're self-motivated and passionate about making a difference in the lives of our clients, we can't wait to meet you!

Frequently Asked Questions (FAQs) for Associate Wealth Management Advisor Role at First American Financial Corporation

What are the responsibilities of an Associate Wealth Management Advisor at First American?

As an Associate Wealth Management Advisor at First American, your primary responsibilities will include selling investment and trust services to high-net-worth individuals. This involves developing leads through networking and community events, conducting reviews of clients' financial situations, and presenting tailored solutions. You'll also be responsible for managing the sales process from start to finish and identifying opportunities to improve services. Your role is crucial in fostering and strengthening client relationships.