Private Client Advisor

Conduct holistic financial wellness conversations and complete comprehensive financial plans for Mass Affluent clients with investable assets between $250,000 and $2 million. Execute a consistent sales process to grow new clients and expand existing relationships while identifying full relationship opportunities across investments and banking. Partner with Retail Branch Managers and Centers of Influence to coordinate investment product delivery, including in-person coaching and mentoring of branch personnel. Attain sales production and referral goals by working the book of business, lead lists, and closing on received referrals. Engage with licensed and non-licensed Branch personnel to identify investment referral opportunities from the existing bank client base.