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.
Ensures delivery and execution of Private Bank experience and client service standards, while being responsible and accountable for risk.
The 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.
Salary
Base: 121,900.00 - 262,100.00 USD Annual; Bonus/Equity: eligible to participate in an incentive compensation plan; Benefits: comprehensive benefits programs
Skills & Requirements
Must-have
trusted advisor to clients
develop and cultivate pipeline
utilizes Life360 Discovery process
deliver advice based solutions
resolve problems in a timely manner
coordinate with client third party advisors
Nice-to-have
engaged and inclusive culture
sense of urgency and drive
build relationships based on added value
actively participates in organizations
Key Requirements
Bachelors degree or equivalent work experience
CFP, CFA, or CPWA certification preferred
Juris Doctorate (JD) and/or CPA accepted
Appropriate state life and Health insurance licenses
Minimum of eight (8) years sales/client service experience