Private Client Advisor role focused on delivering personalized financial planning and investment solutions to individuals and families, from new savers to high-net-worth clients.
Responsibilities include building client relationships, supporting team success, demonstrating market knowledge, and promoting digital tools for client confidence.
Qualifications include at least 2 years in financial advising, active Series 7 and 66 licenses (or obtaining them within 60 days), and a commitment to goals-based advice and integrity.
Preferred candidates have a CFP® certification and a bachelor’s degree.
Products offered are subject to investment risks and are not FDIC insured.
Role emphasizes relationship management, client education, and digital innovation to enhance the client experience.