Assoc. Private Client Advisor
Core
Associate Private Client Advisor partners with Private Client Advisors to deliver investment solutions and financial planning for Mass Affluent clients.
Role type
Associate Private Client Advisor (Financial Advisor)
Builds
Investment products and financial planning solutions for Mass Affluent clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
consultative sales process, needs-based financial solutions, client management, cross-selling, sales production, financial planning, due diligence research, investment case building
Preferred skills
Bachelor's Degree, experience in financial services, CFP certification
Technologies
proprietary financial services systems
Responsibilities
Partner with Private Client Advisor on investment product delivery and client management; assist in identifying investment referral opportunities; utilize consultative sales process to provide financial solutions; work the book of business and lead lists to attain sales goals; develop Center of Influence strategies with Retail Bank.
Seniority
Entry-level to Mid-level IC