Private Client Advisor II
$100,000–$275,000 year
On-site · Princeton, New Jersey, United States
Job Summary
This role focuses on acquiring new clients and deepening existing client relationships while leading the Client Management Process to deliver a Branded Client Experience. Key responsibilities include advocating for clients, utilizing the entire Private Bank platform for solutions, identifying new business opportunities, and building a strong internal and external network. Candidates must possess significant experience in private banking or financial services and exhibit exceptional interpersonal and leadership skills, along with the ability to influence and close business opportunities. Series 7, 63, and 65 licenses are required, with possible support for candidates to achieve these licenses post-hire.
Required Qualifications
- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Responsible for driving new business development for target client segment ($3MM++ investable assets)
- Present to clients a holistic approach, leveraging the entire Private Bank platform
- A high touch, client-focused individual with exceptional interpersonal skills
- A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
Desired Qualifications
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Additional Requirements
- This position is subject to SAFE Act registration requirements
- Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing
- Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
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