Assoc. Private Client Advisor
Core
Partner with Private Client Advisors to deliver investment solutions and financial planning for Mass Affluent clients, driving needs-based sales production and revenue growth.
Role type
Associate Private Client Advisor (Financial Advisor)
Builds
Investment portfolios and financial plans for Mass Affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
consultative sales, investment product knowledge, financial planning, client relationship management, sales goal attainment, cross-selling, due diligence research, proprietary financial systems proficiency
Preferred skills
Bachelor's Degree, financial services experience, CFP certification
Technologies
proprietary financial services systems
Responsibilities
Coordinate investment product delivery with Private Client Advisors, engage licensed and non-licensed personnel to identify referral opportunities, work the book of business and lead lists to close referrals, develop Center of Influence strategies with Retail Bank partners, provide comprehensive needs-based financial solutions, assist in growing year-over-year revenue
Seniority
Individual Contributor, entry-to-mid level