Financial Advisor & Planner - Investment Services
Core
Act as the primary point of contact for assigned Personal Wealth investment clients (Individual Client AUM $100k-$250k) to provide financial planning, guidance, and relationship management.
Role type
Financial Advisor & Planner (Investment Services)
Builds
Client relationships and retention within the Premier account program and brokerage account service
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Financial planning, relationship management, investment product knowledge, portfolio discussion, retirement planning, savings strategies, education planning, liaison coordination
Preferred skills
Proactive communication, complex planning collaboration, multi-tasking, operational efficiency
Technologies
Phone, email
Responsibilities
Provide proactive and reactive comprehensive relationship management via phone and email; Discuss portfolio, market, and economic discussions; Provide holistic financial planning on retirement, savings, and education; Collaborate with financial planning specialists on complex issues; Coordinate with operational teams for administrative issues.
Seniority
Mid-level, hands-on IC