Private Client Advisor
Core
Provide investment solutions and financial planning to Mass Affluent clients with $250k–$2M in assets, driving sales and referrals within a retail banking branch.
Role type
Private Client Advisor (Financial Advisor)
Builds
Investment portfolios and comprehensive financial plans for individual clients
Domain
Retail Banking / Wealth Management
Required skills
Consultative sales process, financial planning, client relationship management, cross-selling, team collaboration, regulatory compliance
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