Private Client Advisor II

Private Client Advisor II job description: acquire new clients, deepen client relationships, and build internal and external networks to achieve business development goals. Develop a comprehensive understanding of clients' needs and preferences and provide integrated recommendations. Build relationships with internal and external partners and centers of influence. Required 12+ years of private banking and/or complex financial services experience. Series 7, 63 and 65 licenses required.

Requirements

• Series 7, 63 and 65 (or Series 7 and 66) licenses
• 12+ years of private banking and/or complex financial services experience
• 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