Private Client Advisor - Yakima

Only for registered members Yakima, United States

1 month ago

Default job background
Full time
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Job Summary

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts.
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Responsibilities

  • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets.
  • Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities.

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