Job Summary

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition, while also participating in the community to identify prospects.
• Provides individual and group training to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.

Matching Summary

Salary

$63,300.00 - $117,200.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• 4-6 years of relevant experience
• Series 6, 63, 65, state Life and Health insurance licenses
• Series 7, 66 or 65 licenses preferred
• Knowledge of banking products, services, pricing, and profitability
• Understanding of deposit, loan, and banking products
• Knowledge of brokerage and insurance products
• Knowledge of business services and personal trust/investment management
• In-depth client portfolio management knowledge

Work Rights