Private Client Advisor

The Private Client Advisor will focus on the Mass Affluent client base, providing investment solutions and financial wellness planning to clients with investable assets between $250,000 and $2 million. The role involves growing new client relationships, conducting holistic financial conversations, and collaborating with retail branch teams to identify cross-selling opportunities. This position requires a consultative approach to deliver comprehensive financial solutions while maintaining strong partnerships with banking center staff and centers of influence.