Private Client Advisor - Yelm

Only for registered members Yelm, United States

1 month ago

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Full time

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.

Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence,
  • Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets
,
  • Host holistic Financial Wellness conversations

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