Financial Advisor - Private Client Group

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiri...

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