Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals
Job Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals.
Skills & Requirements
Must-have
trusted advisor
client relationship management
sales and client service experience
risk management
team coordination
Nice-to-have
drive for results
team-oriented environment
building relationships
professional and community involvement
Key Requirements
Bachelors degree or equivalent work experience
CFP, CFA, or CPWA industry certification preferred
Juris Doctorate (JD) and/or Certified Public Accountant (CPA) accepted
Appropriate state life and Health insurance licenses
Minimum of eight (8) years of financial services experience