Private Client Advisor
$50,000–$50,000 year
On-siteHilliard, Ohio, United States
Job Summary
Conduct holistic financial wellness conversations and complete comprehensive financial plans for mass affluent clients with assets between $250,000 and $2 million. Execute a consistent sales process to grow new clients and expand existing relationships, while identifying full household and relationship growth 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 and closing on received referrals. Engage with licensed and non-licensed branch staff to identify investment referral opportunities from the existing client base.
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
Desired Qualifications
- Bachelor's Degree
- Certified Financial Planner (CFP)
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