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 within a branch environment.
Role type
Associate Private Client Advisor (Financial Advisor)
Builds
Investment products and financial planning solutions for Mass Affluent clients
Domain
Banking and Wealth Management
Required skills
consultative sales, needs-based financial planning, client relationship management, cross-selling, due diligence research, regulatory compliance
Preferred skills
Bachelor's Degree, financial services experience, CFP certification
Technologies
proprietary financial services systems
Responsibilities
Partner with Private Client Advisors on client management and service delivery; engage licensed and non-licensed personnel to identify referral opportunities; utilize consultative sales processes to provide comprehensive financial solutions; work the book of business and lead lists to attain sales goals; develop Center of Influence strategies with the Retail Bank.
Seniority
Individual Contributor, Entry to Mid-level