Private Client Advisor

What you’d do

Serve as the primary investment advisor for the bank's Mass Affluent clients, providing investment solutions and financial planning to new and existing clients. Build partnerships with branch managers and teams while growing relationships with clients holding $250,000 to $2 million in investable assets. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Broad knowledge of bank-based investment market
• Demonstrated ability to sell investment products
• Strong sales results
• Strong client-centric focus
• Proven collaborative team member