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The Private Client Advisor develops and maintains investment solutions for clients, focusing on financial wellness and relationship growth, while working collaboratively with branch teams.

Support Private Client Advisor in delivering investment solutions and financial planning for mass-affluent clients. Work in-branch to provide client service, identify referral opportunities, assist with sales production and cross-selling, maintain partner relationships, and help grow revenue while obtaining required licenses.

Provide investment advice and financial planning to mass-affluent clients, grow and expand client relationships, meet sales and referral goals, cross-sell bank products, partner with branch teams and centers of influence, coordinate investment product delivery, and mentor branch personnel while maintaining required licenses and compliance.

Provide investment and financial planning services to mass-affluent clients, grow and expand client relationships, meet sales and referral goals, coordinate investment product delivery with branch teams, and cross-sell bank products while maintaining compliance and partner relationships.

Provide investment advisory services to mass-affluent clients ($50K+), build and expand client relationships, deliver comprehensive financial plans, meet sales and referral goals, coordinate investment product delivery with branch teams, and develop center-of-influence partnerships to drive cross-sell opportunities.

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

Design, build, and integrate RPA and IDP automation solutions (primarily Automation Anywhere) with system integrations and AI services. Collaborate with stakeholders and Agile teams to gather requirements, implement secure scalable solutions, perform testing, debugging, root cause analysis, and support operational SLAs while adhering to CoE standards, change management, and security practices.

Provide investment advice and financial planning to mass-affluent clients ($50k+), grow relationships and referrals, meet sales and referral goals, cross-sell bank products, mentor branch staff, coordinate investment product delivery, and maintain compliance with bank policies.

Lead Finance Analyst will set and execute finance data and reporting strategy, improve Workday reporting and FDH data quality, support GCP transition, drive forecasting improvements, and partner across Finance to implement centralized reporting solutions.

Provide investment services and holistic financial planning to mass affluent clients ($50k+; target $250k–$2M), grow relationships, achieve sales and referral goals, coordinate product delivery with branch staff, and maintain compliance with bank policies.