Private Client Advisor - Parker
1 month ago

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.Responsibilities
- Grow new clients and expand existing relationships with clients more than $50,000 in investable assets.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans.
- Promote Key Investment Services solutions to support cross-selling opportunities.
Job description
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