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The Private Client Advisor focuses on providing investment solutions to Mass Affluent clients, enhancing client relationships, and achieving sales targets through a consultative approach.

As a Private Client Advisor, you'll manage Mass Affluent clients, providing planning and investment services while growing client relationships through consultative sales efforts. You'll collaborate with branch teams and focus on financial wellness and comprehensive planning.

The Private Client Advisor focuses on the Mass Affluent client base, providing investment services and comprehensive financial planning to grow client relationships and referrals.

Provide investment advice and financial planning to mass-affluent clients ($50k+; $250k–$2M target), grow new and existing relationships, meet sales and referral goals, partner with branch teams, coach branch personnel, and coordinate investment product delivery while maintaining compliance and ethical standards.

The Private Client Advisor will provide financial wellness and investment solutions to Mass Affluent clients while expanding client relationships through comprehensive financial planning and sales processes.

The Private Client Advisor is responsible for managing Mass Affluent clients, providing financial wellness planning, and expanding investment opportunities. They collaborate with branch teams and develop client relationships to achieve sales and referrals goals.

Leads wealth-market sales growth and asset expansion across a defined territory through Private Client Advisors and licensed branch employees. Responsibilities include recruiting, training, coaching, developing, and retaining sales staff; managing sales goals; building retail banking and internal partner relationships; coaching investment planning, referrals, cross-selling, and book-of-business growth; and maintaining knowledge of investment products, markets, and industry trends.

Provides branch-based financial services, processes cash and other transactions, resolves client issues, and identifies opportunities to deepen client relationships. Recommends financial products and wellness solutions, educates clients on digital banking, conducts proactive outreach, meets sales and activity goals, maintains compliance and cash-balancing standards, and collaborates with branch teammates. The role requires Saturday availability and may involve driving between locations.

Provides investment services and holistic financial planning to mass-affluent clients with $50,000 or more in investable assets. Grows new and existing relationships, develops financial wellness plans, recommends investment and banking solutions, meets sales and referral goals, and partners with branch teams and centers of influence. Coaches branch personnel, coordinates investment product delivery, supports cross-selling, and complies with ethical and regulatory requirements. Occasional overnight travel and driving between branch locations may be required.

The Private Client Advisor provides investment services to Mass Affluent clients, focusing on financial wellness, sales goals, and creating comprehensive financial plans.