Licensed Private Client Banker
$52,000–$79,997 year
On-site · Glastonbury, Connecticut, United States
Job Summary
Licensed Private Client Banker responsible for delivering plan-based financial advice and solutions to clients with up to $2M in investable assets. Build and nurture client relationships, identify financial wellness opportunities, and refer appropriate investment and insurance products to internal partners in Retail, Key Investment Services, Private Bank, Mortgage, or Business Banking. Develop knowledge of private client products, maintain documentation of client data, and support branch operations while achieving sales and referral goals. Strong collaboration with partners and adherence to compliance and risk controls are essential; role involves in-person client engagements and occasional Saturday work.
Required Qualifications
- FINRA Series 6 license
- FINRA Series 63 license
- FINRA Securities Industry Essentials (SIE)
- Life and Health Insurance Licenses
- High School Diploma or GED or equivalent experience
- Bachelor's Degree preferred
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