The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors existing wealth management clients and prospects
Job Summary
The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors existing wealth management clients and prospects.
The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors existing wealth management clients and prospects.