Premier Client Specialist
Core
Primary client contact providing holistic banking and investment solutions, focusing on new client acquisition, growing AUM, and increasing investment penetration.
Role type
Senior IC Premier Client Specialist (Financial Advisor)
Builds
Banking and investment solutions (simplified advisory accounts, annuities, mutual funds, 529s, life insurance) for mass affluent clients.
Domain
Retail Banking & Wealth Management
Required skills
Financial planning, consultative relationship building, sales strategy execution, client portfolio management, credit risk analysis, regulatory compliance, product knowledge (deposits, loans, insurance), digital platform adoption.
Preferred skills
SIE Exam, Series 6/63/65 or 7/66 licenses, state life and health insurance license, post-secondary degree in related field.
Technologies
Digital banking platforms, Nationwide Mortgage Licensing System and Registry (NMLS), credit application systems.
Responsibilities
Uncover financial needs and provide recommendations, acquire new assets from existing and new clients, develop and execute business plans, mentor branch personnel, review credit applications, ensure regulatory compliance, manage client onboarding and retention.
Seniority
Mid-Senior, hands-on IC