Overview In this role, you provide tailored financial guidance to clients, helping them reach their goals through brokerage and banking solutions. You will triage leads, refer clients to internal partners, and review investment plans to recommend appropriate products. The position involves building trust-based relationships, expanding licensing competencies, and potentially handling residential mortgage referrals in line with SAFE Act requirements. You work within a collaborative, client-centric bank environment focused on responsible growth. This is a chance to shape client outcomes while developing your advisory and sales capabilities.
Compensation / Benefits- affordable, competitive and flexible benefits
- paid time off
- benefits eligible
- career development support
- in-office culture with collaboration
Responsibilities- Plan clients' short- and long-term financial goals using brokerage products and managed solutions
- Recommend banking and investment strategies aligned to client goals
- Triages client requests and refers to internal service providers based on needs and asset thresholds
- Mitigate and control risk in daily activities
- Identify and engage potential new clients through referrals or existing clientele
- Meet licensing and training requirements to expand knowledge and credentials
- Comply with SAFE Act requirements for residential mortgage loan originations (if applicable)
Key requirements- Aptitude for obtaining required industry licenses
- Self-discipline in time and workload management
- Experience in cultivating client relationships and needs-based solution selling
- Ability to build strong peer relationships through communication and collaboration
- Results-driven mindset prioritizing clients' interests in a fast-paced environment
- Capability to juggle multiple tasks and adapt to new technology
- Communication and collaboration
- Client focus and empathy
- Proactive relationship building
- Investment management knowledge
- Portfolio and client management
- Referral and pipeline management
