Private Client Advisor II

The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building a network to achieve business development goals. The role requires a high touch, client-focused individual with exceptional interpersonal skills and ability to drive new business development for target client segment ($3MM++ investable assets).

Requirements

• Series 7, 63 and 65 (or Series 7 and 66) licenses
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• High touch, client-focused individual with exceptional interpersonal skills
• 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 with 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

Benefits

• Paid time off
• Resources and support to employees
• Formulaic incentive plan