Identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Client Advisors are the primary relationship manager for the Bank's most valuable individual clients and families, developing strategic advice and coordinating the product offerings and activities of FCB specialists. This role advises on all Wealth products, and develops revenue producing opportunities in multiple product lines (banking, brokerage, trust, life insurance, property and casualty insurance, financial planning, and mortgages).
Bachelor degree with a minimum of 8 years' experience in acquiring clients, gathering assets, and providing comprehensive banking and financial planning advice.
High school diploma or GED with a minimum of 12 years' experience in acquiring clients, gathering assets and providing comprehensive banking and financial planning advice.
Series 7, 65/66 licenses.
State-specific Life and Health insurance license.
Must be eligible for federal registration and annual renewal as required by the SAFE Act.
Strong interpersonal and communication (oral, written, presentation) skills.
Team player / collaborative.
Self-starter; drives to succeed.
Relationship / client focused.
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