PRIVATE CLIENT ADVISOR
Locations:Chicago,Boston,Albany,Pittsburg
Our client, one of the largest U.S.Commercial Banks is looking for a Private Client Advisor as part of it’s strategy to grow market share in the Wealth Management Division.This is a great opportunity to join a long standing financial institution and help grow the private client customer base.
Summary
* The successful candidate will be responsible for obtaining high net worth individuals and institutional clients for investment management and private banking.This position is supported by a large
network of colleagues from the commercial and retail banking divisions along with it’s broker community.
* Full time
* Occasional travel
Requirements
* CFP designation preferred
* 10 years+ of wealth management and or banking investment experience
* Proven track record in developing client relationships
* Regulatory/Compliance knowledge
* Bachelor’s degree preferred
Compensation
* Base salary plus commission
* Full benefits
Candidates: resumes@thepolarisnetwork.com