Aspiring Private Client Advisor for Mass Affluent Wealth

COMFORT SYSTEMS; Yakima (WA); On-site; USD 72,151 - 88,184; Full time

Benefits offered by this job

Commission and incentive compensation

Flexible work environment

Opportunities for career growth

Job summary

A leading financial services firm is seeking an Associate Private Client Advisor in Yakima, Washington. This role involves partnering with Private Client Advisors to assist in providing financial wellness solutions to Mass Affluent clients. Key responsibilities include developing strong client relationships, collaborating with branch teams, and achieving sales goals. The ideal candidate has a high school diploma, ideally a bachelor's degree, and licenses in the financial field. This position offers a competitive annual salary of $80,168 and incentives based on performance.

Qualifications

• Experience in financial services or related field preferred.
• FINRA Security Industry Essentials (SIE) license required upon hire.
• FINRA License S7 required upon hire.
• FINRA License S66 or S63 and S65 required upon hire.
• Resident State Insurance Licenses required upon hire.

Responsibilities

• Assist Private Client Advisors with financial wellness planning for clients.
• Provide in-person client services at bank branches.
• Develop investment solutions tailored to client needs.
• Collaborate with bank personnel to generate referral opportunities.
• Help achieve sales production and referral goals.

Skills

Conducts due diligence research for investment portfolio disciplines

Broad knowledge of client needs in investment market

Demonstrated ability to sell financial products

Strong client-centric focus

Collaborative team member

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

A leading financial services firm is seeking an Associate Private Client Advisor in Yakima, Washington. This role involves partnering with Private Client Advisors to assist in providing financial wellness solutions to Mass Affluent clients. Key responsibilities include developing strong client relationships, collaborating with branch teams, and achieving sales goals. The ideal candidate has a high school diploma, ideally a bachelor's degree, and licenses in the financial field. This position offers a competitive annual salary of $80,168 and incentives based on performance.