Job Details

Private Client Advisor II

Company name

Organization Type


Job Type


Years of Experience

Min 7 yrs required


Baltimore, MD

Posted on

Aug 01,2017
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
Your Email:
Upload Resume:

9 hits


Private Client Advisor II Duties: Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the client's experience. Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions. Build relationships with internal and external sales referral partners. Lead the Client Management Process (CMP) within client team to identify new business development opportunities. Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development. Provide significant input on pay for performance process of client team associates Meet Risk & Compliance requirements and policies.

Qualification and Experience

Qualifications: Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start) CFP, CPA, CFA, CTFA, CFM or JD Degree a significant plus. 7+ years of successful experience in sales to high net worth clients (or equivalent). Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position. Excellent business development skills Strong interpersonal and influence / partnership skills In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others.

Additional info

Job number: 16016187

Company info

Apply Now