Job Details

Private Client Advisor

Company name

Organization Type

In-House

Job Type

Attorney

Location

Syracuse, NY

Date Last Verified

Oct 19,2017

Posted on

May 22,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Advisor Duties: Focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families. Focus is new sales revenue through client acquisition and expansion of existing clients. Working through the Relationship Manager, assess client’s current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. Manage and review the relationship on an ongoing basis to ensure that the client’s goals and objectives are achieved. Private Client Advisor position will have a direct impact on revenue and the growth of the Wealth Advisory business and fee income of the Bank.

Qualification and Experience

Qualifications: Bachelor’s Degree, or in lieu of degree, 4-5 years’ relevant sales/professional work experience. CFP, MBA or similar designations preferred. Minimum five years’ sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. JD, CFP, MBA or similar designations. Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning. Brokerage Solutions: mutual funds, UIT’s, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions. Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer. General computer knowledge.

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