Private Client Advisor
$80,168–$80,168 year
HybridOak Harbor, Washington, United States
Job Summary
Host holistic Financial Wellness conversations and complete comprehensive financial plans for mass affluent clients with over $50,000 in investable assets. Execute a consistent sales process to grow new clients and expand existing relationships, specifically targeting prospects with assets between $250,000 and $2 million. Provide needs-based investment solutions while partnering with banking center staff to uncover full household and relationship growth opportunities. Coordinate investment product delivery within assigned branches, including in-person coaching and mentoring of branch personnel to maximize client needs. Engage licensed and non-licensed branch personnel to identify investment referral opportunities and refer qualified leads back to the Loan Origination department.
Required Qualifications
- High School Diploma or equivalent experience
- FINRA Security Industry Essentials (SIE) license
- FINRA License S7
- FINRA License S66 or S63 and 65
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability)
- Valid driver's license
- Ability to operate a motor vehicle
- Ability to communicate face to face in person or on the phone
- Ability to lift/push/pull backpacks, computer bags up to 10 lbs
- Ability to travel to include overnight stay
- Ability to drive to multiple locations in a single day
Desired Qualifications
- Bachelor's Degree
- Certified Financial Planner (CFP)
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