Job Description

Office Status: On - Site

Salary: $100,000 – $200,000

Responsibilities:

• Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

• Generate business results and acquire new assets, both from new client acquisition

• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

• Partner with internal specialists to provide interdisciplinary expertise to clients when needed

• Connect your clients across all lines of business

• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach

• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

• Performs all other duties as assigned.

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