The Private Client Advisor role offers a 22-month Advisor Professional Development Program focused on launching a career in advice-based wealth management.
Participants develop technical skills and financial acumen, with opportunities to fast-track licensing and transition into a PCA position.
Responsibilities include growing client relationships with assets over $50,000, conducting holistic financial wellness conversations, providing tailored investment solutions, and collaborating with branch teams to maximize client service.
The role targets Mass Affluent clients, emphasizing planning and financial wellness.
Qualifications include a Bachelor's degree, completion of FINRA licenses (SIE, S7, S66), and preferred CFP coursework. Core competencies involve ethical conduct, client focus, and teamwork.
Physical demands involve office work with some lifting. Compensation ranges from $27.40 to $41.83 per hour, with benefits available.
The company promotes an inclusive culture and offers accommodations for applicants with disabilities.