Education: Bachelor's degree
Experience: 7+ years
- 4 Year / Bachelor's Degree preferred. Additional experience may be considered in lieu of degree.
- Minimum of 7 years of investment experience is required, in which consistent, long-term investment performance has met objectives.
- 7 years related Wealth Management experience required.
- Individual should have an in-depth understanding of investment management theory and ethics as well a comprehensive understanding of tax issues and trust and fiduciary laws; consistently apply existing risk management procedures and follow compliance directives; display solid judgment in managing financial contribution of assigned relationships with periodic oversight.
- Possess excellent human relations, communications and business writing skills.
- Possess effective time management and organizational skills.
- Able to cope with pressure resulting from meeting required deadlines and reporting requirements.
- Demonstrate teamwork in facilitating workflow. High level of cooperation with others and responsive to the Bank's needs.
- Exemplary motivation, enthusiasm, and professionalism. High level of accuracy and great attention to detail. Strong analytical and problem solving skills.
Able to make and support sound decisions.
- Consistently demonstrate tact, discretion and good judgment. Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive customer or employee information.
- Demonstrate excellent customer service skills. Able to comprehend and interpret Bank policies and procedures.
- CFA, CFP, CIMA and/or MBA is preferred .
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
- The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision.
- The noise level in the work environment is usually moderate.
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Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
- Medical, prescription, dental, and vision coverage for employees and their eligible family members
- Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
- Health Savings Account with employer contribution
- Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
- 401(k) and Roth 401(k) with company contribution
- 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
- Supplemental Health plans, Voluntary Legal and Identity Theft Services
- 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
- Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
- Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
- Please view Equal Employment Opportunity Posters provided by OFCCP here .
- To learn more about Mechanics Bank's California privacy and security policies, including your right to a
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This posting was published by Mechanics Bank on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.