Assoc. Private Client Advisor

key-crypto.cloud

Dresher, Pennsylvania, US
Base: $62,400 annually; bonus/equity: commission +...
Investment product delivery
Needs-based sales production
Client service delivery
Partner with Private Client Advisors to deliver investment solutions to Mass Affluent clients, focusing on financial wellness and needs-based planning

Job Summary

  • Partner with Private Client Advisors to deliver investment solutions to Mass Affluent clients, focusing on financial wellness and needs-based planning.
  • Actively participate in branch teams, identify investment referral opportunities, and cross-sell banking and investment products.
  • This position is eligible for commission and deferred incentive compensation, with a base salary of $62,400 annually, plus short-term and deferred incentive compensation.

Matching Summary

Partner with Private Client Advisors to deliver investment solutions to Mass Affluent clients, focusing on financial wellness and needs-based planning.

Salary

Base: $62,400 annually; Bonus/Equity: Commission and deferred incentive compensation; Benefits: Eligible for listed benefits

Skills & Requirements

Must-have

  • Investment product delivery
  • Needs-based sales production
  • Client service delivery
  • Consultative sales process
  • Financial planning
  • Branch team collaboration

Nice-to-have

  • Strong client centric focus
  • Collaborative team member
  • Ethical business conduct
  • Develop full relationships

Key Requirements

  • High School Diploma or equivalent
  • FINRA SIE Upon Hire
  • FINRA S7 Upon Hire
  • FINRA S66 or S63 and S65 Upon Hire
  • Resident State Insurance Licenses Upon Hire
  • Experience in financial services preferred

Work Rights

Not specified

Tailored Resume

Cover Letter