Senior Account Manager, Digital Sales Account Executive, SLED & Commercial

Company: Presidio
Location: Woburn
Posted on: November 19, 2023

Job Description:

Description Location: Florida

Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values. Based in Stuart, we are one of the largest publicly traded banks headquartered in Florida.
We believe that our greatest assets will always be our people - local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience.
We offer exciting and challenging opportunities in an environment that supports diversity, enabling associates across the organization a greater sense of empowerment to create change for the better. This is evident in our American Banker "2022 Best Banks to Work For" and "Best Places to Work for LGBT Equality" by the Human Rights Campaign designations.
JOB SUMMARY:
Seacoast Wealth Management believes in the importance of financial planning, and it shows in our results. As a Wealth Planner with Seacoast, you will be a key member of our team, supporting multiple Wealth Management teams who also believe in the importance of financial planning.
QUALIFICATIONS:

• 
  
• J.D. or CPA, will consider CFP certification as a substitute if candidate demonstrates a strong proficiency of estate and tax law
  
• FINRA Series 7, 66 and Florida Life, Health, and Annuity license (can attain after hire)
  
• Bachelor's degree
  
• 7+ years of experience in financial planning.
  
• Strong technical knowledge of issues relating to estate and tax planning, executive compensation structures, asset protection strategies, business transition planning, generational wealth transfer, stock options analysis, and insurance solutions.
  
• Strong communication and relationship skills. Must be a team player.
  
• Strong written, verbal, problem-solving, and analytical skills.
  
• Experience with group facilitation, presentations and public speaking.
  
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products and MGPro Financial Planning software.
  
• Ability to travel within the state of Florida, occasionally overnight.
  
  ESSENTIAL JOB FUNCTIONS:
  
  • 
    
  • Support the Wealth Management team by leading the Financial Planning process for Family Office clients and prospects throughout the state of Florida (greater than $20 million AUM), and other Wealth Management clients in specific markets. ($1 million - $20 million AUM)
    
  • Work closely with Chief Wealth Officer, Wealth Advisor, Portfolio Manager, Trust Officer, and Chief Investment Officer to deliver best-in-class planning to high-net-worth clients.
    
  • Mentor Wealth Management teammates, and position as the "go-to" person for complex planning questions.
    
  • Attend Commercial and other internal line of business meetings to discuss planning strategies and legislative updates to increase referral activity to Wealth Management.
    
  • Oversee division use of planning practices and lead special projects designed to improve the overall tactical and strategic planning group objectives.
    
  • Ability to take complicated issues and communicate in a way that clients can easily understand.
    
  • Remain knowledgeable and up to date on financial issues and regulatory changes.
    
  • Assume additional responsibilities as requested by management.
    
    
    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
    
    The 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)

Keywords: Presidio, Boston , Senior Account Manager, Digital Sales Account Executive, SLED & Commercial, Executive , Woburn, Massachusetts