Opportunity Description
*FINANCIAL ADVISOR SENIOR*
WHAT IS THE OPPORTUNITY?
The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The SFA maintains overall responsibility for the assigned territory and the team's book of business.
WHAT WILL YOU DO?
* Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank
* Responsible for revenue production goals related to advisory services and securities products.
* Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas...
WHAT IS THE OPPORTUNITY?
The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. The SFA maintains overall responsibility for the assigned territory and the team's book of business.
WHAT WILL YOU DO?
* Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank
* Responsible for revenue production goals related to advisory services and securities products.
* Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas...
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