Private Client Advisor
Core
Provide investment solutions and financial planning to Mass Affluent clients ($250k-$2M investable assets) to drive sales production and relationship growth.
Role type
Private Client Advisor (Financial Advisor)
Builds
Investment portfolios and financial plans for retail banking clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative sales, financial planning, investment product knowledge, client relationship management, cross-selling, referral generation
Preferred skills
Certified Financial Planner (CFP)
Technologies
proprietary financial services systems
Responsibilities
execute sales process for new and existing clients, host financial wellness conversations, complete comprehensive financial plans, attain sales and referral goals, coordinate investment product delivery, mentor branch personnel
Seniority
Mid-level, individual contributor with mentoring duties