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 clients
Domain
Banking / Wealth Management
Required skills
consultative sales, financial planning, client relationship management, cross-selling, team collaboration, office systems proficiency
Preferred skills
CFP certification, Bachelor's degree
Technologies
proprietary financial services systems
Responsibilities
Execute sales process for clients with $250k–$2M assets, host financial wellness conversations, attain sales and referral goals, coordinate investment product delivery, mentor branch personnel, develop Center of Influence strategies
Seniority
Individual Contributor