Premier Client Specialist
$57,500–$106,500 year
On-site · Frankfort, Illinois, United States
Job Summary
Premier Client Specialist with a focus on acquiring new assets and expanding client portfolios through consultative financial planning and investment solutions. Responsibilities include uncovering client needs, recommending banking and investment products (e.g., simplified advisory accounts, annuities, mutual funds, 529s, life insurance), collaborating with Financial Advisors for complex needs, driving digital platform adoption, building relationships in the community, and delivering sales targets. Requires strong knowledge of deposit/loan products, brokerage and insurance offerings, advisory capabilities, client onboarding, and risk/compliance practices, with an emphasis on relationship management, portfolio management, and revenue growth through targeted outreach and seminars.
Required Qualifications
- 3+ years of relevant experience in financial services or banking
- SIE Exam, Series 6, 63, 65; state Life and Health licenses required; Series 7, 66 or 65 preferred; if not held, required within 120 days of start date
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