Premier Client Advisor

Jobtailor; East Norriton Township (Montgomery County); On-site; USD 75,000 - 180,000; Full time

Job summary

Jobtailor is seeking a driven Private Client Advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients.

You will grow and retain an investment and insurance book, own the client experience, and collaborate with branch staff and internal partners to drive referrals and sales while ensuring compliance with regulations.

Qualifications

• University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
• 2+ years of relevant professional experience
• Bachelor's degree listed under Education
• FINRA Series 7 and 66, or Series 7 and 63/65, required
• Life and Health Insurance license required
• No employment visa sponsorship or STEM OPT participation

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience by handling sales and service efficiently.
• Identify sales opportunities and refer to internal business partners.
• Acquire, expand, and maintain client relationships through business development and networking.
• Grow client loyalty and share of wallet through exceptional client experiences.
• Apply product and procedural knowledge to solve client problems.
• Develop and implement client investment and insurance strategies.
• Determine suitable products and present financial recommendations and guidance.
• Establish and monitor individual financial plans and recommend changes.
• Coach and educate branch staff and internal business partners on investment opportunities.
• Lead branch actions to achieve investment results in partnership with the Private Client Banker.
• Communicate with internal and external partners to drive referral activity.
• Review business results and pipeline management with the branch manager and internal partners.
• Meet service-level agreements for lead and referral follow-up.
• Adhere to applicable laws, regulations, policies, and guidelines

Skills

Customer experience management

Effective communications

Interpersonal relationships

Managing multiple priorities

Networking

Sales tasks and activities

Selling

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

Life and Health Insurance License

Job description

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience by handling sales and service efficiently
• Identify sales opportunities and make referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and networking
• Grow client loyalty and share of wallet through exceptional client experiences
• Apply product and procedural knowledge to solve client problems
• Develop and implement client investment and insurance strategies
• Determine suitable products and present financial recommendations and guidance
• Establish and monitor individual financial plans and recommend changes
• Coach and educate branch staff and internal business partners on investment opportunities
• Lead branch actions to achieve investment results in partnership with the Private Client Banker
• Communicate with internal and external partners to drive referral activity
• Review business results and pipeline management with the branch manager and internal partners
• Meet service-level agreements for lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Requirements

• University / college degree typically required, or comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
• 2+ years of relevant professional experience
• Bachelor's degree listed under Education
• FINRA Series 7 and 66, or Series 7 and 63/65, required
• Life and Health Insurance license required
• Knowledge of coaching others, customer experience management, customer retention, effective communications, interpersonal relationships, managing multiple priorities, prospecting, sales tasks and activities, and selling
• No employment visa sponsorship or STEM OPT participation

Core Competencies

Demonstrates expertise in developing and implementing financial plans, investment strategies, and insurance solutions while ensuring exceptional client experiences and adherence to regulatory standards. Proven ability to coach and educate staff, manage client relationships, and drive sales through effective communication and networking.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License
• Client Relationship Management
• Sales Strategy Development

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Investment Strategies
• Insurance Solutions
• Sales Management
• Pipeline Management
• Product Knowledge
• Referral Management
• Client Experience Optimization
• Coaching and Training
• Regulatory Compliance

Soft Skills

• Effective Communication
• Interpersonal Relationships
• Customer Retention
• Managing Multiple Priorities
• Networking

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life and Health Insurance License

Industry Keywords

• Investment Strategies
• Insurance Strategies
• Client Experience
• Business Development
• Sales Opportunities