Vice President Wealth Planner â€" Wealth & Asset Management)
Location: New York, New York
Description: Capital One is looking of Vice President Wealth Planner â€" Wealth & Asset Management) right now, this career will be reside in New York. For complete informations about this career opportunity please read the description below. Vice President, Wealth Planner â€" Wealth & Asset Management) - 743097 Summary : Capital One is a diversified bank that offers a b! road array of financial products and services to consumers, small business and commercial clients. Ranked #127 on the Fortune 500, Capital One is one of the nation’s top 10 banks and has one of the most widely recognized brands in America. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make Capital One a great company and a great place to work. We’re excited to be growing and hiring across the country to build the next generation on sound practices and values so that our philosophy can transcend into our products and services. We hope you join our tremendous team that has helped changed our industry for the better. At one of the “100 Best Companies to Work For,†you can look forward to coming to work every day with a team of people that are committed to excellence and doing the right thing. If you want to be part of a fast-paced, client-centric and strategically growing busi! ness, Capital One Commercial Banking wants you to join our tal! ented group! Capital One is committed to excellence in the solutions we offer, the industries we serve, and the way we work with clients. Today, Capital One Commercial Banking group services a $38 billion loan portfolio, serving more than 4,100 clients and greater than 35,000 accounts. On the Commercial Banking team, you’ll find energized, positive people rolling up their sleeves to deliver value-added solutions, products and services for our clients. From facilitating meetings with bankers and clients, to preparing client communications, you’ll be the one to help deepen relationships while strengthening our brand. The Role : The Wealth Planner will be a key member of Capital One’s Wealth & Asset Management team in New York. The individual in this role will provide business owners, high net worth and ultra-high net worth clients with family business transition, estate and financial planning services including plan design and implementation utilizing where appropriate ! Capital One asset allocation, investment management, trust and estate services. He or she will develop and execute sales plans to meet annual new business income projections, and will support Wealth and Asset Management Specialists in the provision of high quality estate and business transitions services to clients and prospects. The Wealth Planner should be proficient in working with members of legal, accounting, insurance and/or investment advisory professions, and should have extensive experience with recognized brokerage firms, trust companies, and/or trust departments. Responsibilities : - Assist clients in the design, implementation and management of their wealth plans. - Support and partner with Wealth and Asset Management Specialists nationally to deliver high quality business transition and estate planning advice to clients. - Securing new fee income production in excess of individual goals by successfully positioning appropriate services, strategies and/or product! s. - Develop and maintain working relationships with commercial, busine! ss banking, retail and other staff in order to develop appropriate leads and referral sources. Cross-refer sales opportunities to other lines of business. - Utilize sales skills to develop new business in compliance with applicable laws, regulations, bank policies and procedures. - Using relationship management systems, maintain a pipeline of sales opportunities including call report documentation, reasonable estimates and projections relating to revenue and sale closing probabilities. - Prepare presentations and proposals for new business opportunities that are professional and of the highest quality. - Participate in seminars, conferences, trade shows and other bank or non-bank sponsored events as appropriate and/or required. - Accept assets in a manner that complies with operational control procedures of the company. Review all assets to ensure compliance all policies and procedures. - Participate in continuing education such as personal research, training, joint calling! , peer interaction and individual coaching sessions as required to consistently upgrade individual market knowledge and sales skills. - Keep current on tax, legal and regulatory matters pertaining to trusts and other structures. - Continually review research materials and financial news for areas of opportunity and concern. Use current information along with prior knowledge and experience to determine the most appropriate solutions for each client. - Review written agreements to ensure Capital One's responsibilities, authority and potential liabilities are in compliance within established policies and procedures. - Cultivate and maintain good working relationships with the community, industry, individuals and professional groups for new business including: attorneys, certified public accountants, life underwriters and other professionals and individuals. - Operate independently, when required, within his/her sales territory and/or specialty area.
Qualifications Basic! Qualifications : - Bachelor's degree in Business, Accounting, or F! inance or military experience - 8+ years of experience working in a brokerage firm, trust company or bank trust department - 7+ years of experience with trust, estate and business succession planning - 7+ years of experience working with members of legal, accounting, insurance and/or investment advisory professions Preferred Qualifications : - Masters Degree or MBA - JD and/or LLM Tax designation - CFP or equivalent At this time, Capital One will not sponsor a new applicant for employment authorization for this position. No agencies please. Capital One is an equal opportunity employer committed to diversity in the workplace. Capital One promotes a drug-free workplace. Job Business and Commercial Banking Primary Location United States-New York-New York-Midtown Manhattan, NY-280 Park (22956) Schedule Full-time Travel Yes, 10 % of the Time Job Posting Unposting Date
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If you were eligible to this career, please send us your resume, with salary requirements and a! resume to Capital One.
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This career starts available on: Sat, 07 Sep 2013 11:35:36 GMT
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