The Private Client Advisor focuses on serving Mass Affluent clients with investable assets between $250,000 and $2 million, offering investment solutions and financial planning based on wellness principles.
They build relationships, identify full household opportunities, and collaborate with branch teams and centers of influence to grow client portfolios.
The role involves hosting holistic financial conversations, developing comprehensive financial plans, and leveraging cross-selling opportunities within bank products.
Essential duties include meeting sales and referral goals, coordinating investment services, and mentoring branch staff.
Qualifications include relevant licenses (e.g., SIE, S7, S66/S63/S65), a high school diploma (Bachelor's preferred), and strong sales, client service, and teamwork skills.
Physical demands involve office work, occasional travel, and driving.
This position offers commission potential, flexible work options, and adheres to equal opportunity employment policies.