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Provide investment services and financial planning to mass-affluent clients, grow new and existing relationships, attain sales and referral goals, coordinate investment product delivery with branch teams, and partner with banking staff to cross-sell and refer broader banking solutions.

The Private Client Advisor manages investment services for Mass Affluent clients, providing comprehensive financial solutions and developing relationships with clients and branch personnel to achieve sales goals.

The Private Client Advisor will grow relationships with Mass Affluent clients by providing tailored investment solutions and financial planning, while collaborating with branch staff and attaining sales production goals.

Partner with Private Client Advisors to deliver consultative financial planning and investment solutions for Mass Affluent clients. Provide in-branch, client-facing service, support sales production and referrals, cross-sell bank products, maintain branch partnerships, and help grow revenue while ensuring licensing and compliance requirements are met.

Advise Mass Affluent clients on investments and financial planning, grow and manage client relationships ($50k+ assets), meet sales and referral goals, cross-sell bank products, coach branch staff on investment referrals, and ensure compliant delivery of investment solutions.

Develop and manage SBA lending relationships for small businesses ($3M–$10M revenue). Source and close new opportunities with Business Banking partners, support underwriting and compliance, maintain client relationships, and meet sales goals while promoting cross-sales of banking products.

Serve branch clients by processing transactions, handling cash, and resolving service issues (70%), while conducting financial wellness conversations, recommending products, and pursuing sales and referral opportunities (30%). Maintain compliance, partner with branch teammates, educate clients on digital channels, and meet activity and outcome goals. On-site role with occasional driving and Saturday work.

Partner with Business Banking Relationship Managers to originate and manage SBA loans for small businesses ($3–10M revenue). Drive new business via COIs and community engagement, support underwriting and documentation, ensure regulatory compliance, maintain client relationships, and cross-sell bank products to grow portfolio and meet sales goals.