Private Banking & Wealth Advisor

Northwest Consumer Discount Company; Mount Joy (Lancaster County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Professional development opportunities

Celebration of team achievements

Job summary

A leading financial services provider in Mount Joy seeks an experienced Private Banker to enhance client experiences and drive business growth. You will collaborate with various departments and maintain relationships with clients, ensuring a comprehensive understanding of their financial needs. The ideal candidate should have a Bachelor's Degree in Finance and 6-8 years of relevant experience, along with a strong ability to analyze financial data and present strategies effectively. This full-time role offers competitive compensation and opportunities for professional growth.

Qualifications

• 6-8 years of relevant experience in private banking or finance.
• Ability to analyze financial data and present investment strategies.
• Knowledge of investment and insurance products required.

Responsibilities

• Initiate contacts for developing and closing new business.
• Collaborate across business lines for client service.
• Monitor client accounts on an ongoing basis.

Skills

Relationship management

Analytical skills

Sales skills

Communication skills

Education

Bachelor's Degree in Finance or related field

Tools

Microsoft Office

Job description

A leading financial services provider in Mount Joy seeks an experienced Private Banker to enhance client experiences and drive business growth. You will collaborate with various departments and maintain relationships with clients, ensuring a comprehensive understanding of their financial needs. The ideal candidate should have a Bachelor's Degree in Finance and 6-8 years of relevant experience, along with a strong ability to analyze financial data and present strategies effectively. This full-time role offers competitive compensation and opportunities for professional growth.