Private Client Advisor
Job Category :
Private Client Service
Program type :
Position Located :
As a Private Client Advisor of PIM, you will work as a fiduciary within a dedicated PSS Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for:
Maintaining and growing an assigned practice of high-net worth clients with PSS business partners;
Developing, implementing and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences and risk tolerance;
Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients;
Partnering with a team of financial planners, attorneys and CPAs to offer comprehensive solutions.
You will provide on-going advice to clients via a phone based relationship with the opportunity to visit your assigned market and clients. PIM’s advice philosophy will enable you to leverage a vast array of products (i.e. stocks, bonds, Forex, ETF’s, separately managed accounts) as you help clients manage larger and more complex portfolios and wealth planning needs. This unique and rewarding opportunity will provide both you and your clients the ability to build goal-oriented portfolios and nurture long-term relationships.
You will have the tools, resources and support to succeed in a private client management environment. Specifically:
Client relationship management software to enable seamless client interactions;
Financial Planning software designed for customized client focused portfolio solutions;
Access to third party and proprietary research to support the advice recommendations;
On-going training and commitment to your professional development.
PIM offers a progressive benefits package along with a base plus variable bonus compensation program derived from client satisfaction, growth of the offer and client retention. In this role, we believe that the client relationship should not be compromised by commission payments that may incent product sales.
Skills and experience:
Five or more years in the financial services industry working directly with clients highly preferred;
Polished interpersonal, communication and presentation skills, attention to detail;
Superior relationship management and client retention experience;
Three or more years advisory experience required;
Undergraduate degree required;
CFP or CFA highly preferred.