Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary: $100,000-$150,000 per year

Private Client Advisor II - Los Angeles, California

At Company, we are committed to making a positive impact on the financial lives of our clients and communities. As a Private Client Advisor II, you will play a crucial role in driving Responsible Growth by acquiring new clients, deepening relationships, and providing a superior client experience. With competitive benefits and opportunities for growth, this is an exciting opportunity to join a diverse and inclusive workplace where you can make a difference.

Job Title:
Private Client Advisor II

Experience:
• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree

Salary:
• $100,000-$150,000 per year

Location:
• Los Angeles, California

Job Description:
• Responsible for new client acquisition, deepening client relationships, and retention of clients
• Leads the client management process and partners with other teams to provide a branded client experience
• Develops an understanding of clients' needs and provides integrated recommendations for wealth management
• Encourages adoption of digital capabilities to enhance the client experience
• Builds relationships with internal and external partners and centers of influence

Responsibilities:
• Drive new business development for target client segment with $3MM++ investable assets
• Present a holistic approach by leveraging the entire Private Bank platform to clients
• Advocate for clients and proactively engage in their needs
• Influence and close business deals
• Work with team specialists and collaborate with other team members
• Take on a leadership role within the team and business community

Required Skills:
• High touch and client-focused with exceptional interpersonal skills
• Ability to identify and act upon opportunities for client engagement
• Strong sales and financial aptitude
• Skilled negotiator
• Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)

Desired Skills:
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Shift:
1st shift (United States of America)

Hours Per Week:
40

Apply Now

Full time

JR-24003870

Travel: Yes, 5% of the time

Company Overview:
At Company, we are driven by our purpose to help make financial lives better through the power of every connection. Our Responsible Growth strategy focuses on delivering strong financial performance by balancing our risk and creating a culture that is diverse and inclusive. We strive to provide our employees with a great career, opportunities for growth and development, and a supportive work environment where they can make a difference. Join us and be a part of a company that is committed to making a positive impact in the world.

Benefits:
• Competitive salary range of $100,000-$150,000 per year
• Comprehensive benefits package, including health, dental, and vision insurance
• 401(k) plan with company match and contribution
• Paid time off and holidays
• Flexible work arrangements and telecommuting options
• Opportunities for career growth and development
• Diverse and inclusive workplace culture
• Commitment to work-life balance and employee well-being

Join the team at Company and make a difference in the lives of our clients and communities. Apply now to become a Private Client Advisor II in Los Angeles, California and be a part of our Responsible Growth journey.

Competitive benefits package including healthcare, retirement, and wellness programs

Business Development, Prospecting, Qualification, Oral Communication, Investment Products and Solutions, Influencing, Consulting, Problem Solving, Advisory Sales, Pipeline Management, Active Listening, Collaboration, Transitioning Client Conversations

Bachelor's degree or equivalent experience, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Apply now through the company website

Qualification and Experience Bachelor's degree or equivalent experience, Series 7, 63 and 65 (or Series 7 and 66) licenses required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date), MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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