Assoc Private Client Advisor

Keyslibraries

North Canton, Ohio, US
**
Mass affluent client base
Investment solutions
Needs-based sales production
** The Associate Private Client Advisor at Keyslibraries in North Canton, Ohio, is responsible for assisting Private Client Advisors in delivering investment solutions and client services to a Mass Affluent client base. The role emphasizes collaboration with branch staff and focuses on achieving sales production goals through a consultative approach to financial planning. **

Job Summary

  • The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology.
  • Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
  • This position is eligible to earn commission and deferred incentive compensation.

Matching Summary

Match Score: 75

** The Associate Private Client Advisor at Keyslibraries in North Canton, Ohio, is responsible for assisting Private Client Advisors in delivering investment solutions and client services to a Mass Affluent client base. The role emphasizes collaboration with branch staff and focuses on achieving sales production goals through a consultative approach to financial planning. **

Skills & Requirements

Must-have

  • Mass Affluent client base
  • investment solutions
  • needs-based sales production
  • financial planning
  • consultative sales process

Nice-to-have

  • strong working relationships
  • collaborative team member
  • client centric focus
  • acting ethically
  • develop full relationships

Key Requirements

  • High School Diploma or equivalent experience
  • FINRA Security Industry Essentials (SIE) Upon Hire
  • FINRA License S7 Upon Hire
  • FINRA License S66 or S63 and S65 Upon Hire
  • Resident State Insurance Licenses Upon Hire
  • Experience in financial services or related field

Work Rights

Not specified

Tailored Resume

Cover Letter