Private Client Advisor

Where

Fishers, IN

What you'll be doing

As a Private Client Advisor, you will acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products within our branch environment. You will work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve their investment goals and objectives through individual investment strategies while meeting your asset and revenue targets. A successful Private Client Advisor will be able to advise clients with complex investment relationships on asset allocation and portfolio construction for strategic and tactical decisions as well as market and implement investment solutions in accordance with the clients asset allocation. You are expected to coach personal bankers on recommendations and educate them on our investment products and services.

What your background should be

At least 5 years of customer-facing investment, insurance and financial profiling experience. Excellent communication and organizational skills. Series 7 & 63 registration required in addition to meeting FINRA continuing education requirements, Series 65 or 66 registration required.

Required Schooling / Training

Bachelor degree

Who is the client company

This is an American multinational banking and financial services holding company.

If you are interested in this position, send your resume to apply@kochdavis.com