Private Client Advisor
Core
Provide investment solutions and financial planning to Mass Affluent clients with $250k-$2M in assets, driving sales and relationship growth.
Role type
Private Client Advisor (Financial Advisor)
Builds
Investment portfolios and comprehensive financial plans for individual households
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
consultative sales process, financial planning, investment product knowledge, cross-selling, client relationship management, team collaboration
Preferred skills
Certified Financial Planner (CFP), Bachelor's Degree
Technologies
proprietary financial services systems
Responsibilities
execute sales process for new and existing clients, host holistic Financial Wellness conversations, attain sales production and referral goals, coordinate investment product delivery, mentor branch personnel, develop Center of Influence strategy
Seniority
Individual Contributor