Private Client Financial Advisors are their clients' primary trusted advisor. They use financial planning experience and our discovery-based planning tools to complete comprehensive analyses of your clients' assets, income, liabilities, cash flow and tax status. Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.

Through strong relationships with colleagues - within a given territory - and individual proactive outreach, they are poised to meet and exceed sales goals.

Primary responsibilities include

• Identify client objectives and goals; then monitor progress throughout the financial lifecycle
• Become a trusted advisor who earns referrals from existing clients
• Engage prospects to promote and sell investment products and services
• Evaluate and analyze client financial information and data
• Develop and present suitable solutions to meet client goals
• Partner with other colleagues to implement solutions

Qualifications, Education, Certifications and/or Other Professional Credentials

• Series 7 and 66 (65 and 63), Life Accident & Health licenses
• CFP or CRC preferred
• Bachelor's degree or equivalent work experience
• 3 years of industry related experience
• Excellent oral and written communication skills
• Team oriented with a strong work ethic and entrepreneurial spirit
• Experience using financial planning tools
• Experience with investment product referrals and sales