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Full-time
- Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
- Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
- Banking experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) OR, 3 years’ experience in a financial client relationship manager role.
- Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
- A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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