Private Advisor I

JOB SUMMARY:
Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000. Proactively provide investment advice including the selection of investment products and comprehensive financial planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success.


• Assertive in asking for business, developing leads, and developing referral sources both internally and externally.


• Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.


• Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical e...

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Submit your application today and join our talented team at Seacoast Bank.