Associate Private Client Advisor

Partner with Private Client Advisors to deliver investment solutions for Mass Affluent clients using a planning-and-financial-wellness approach. Coordinate investment product delivery within assigned branches, support consultative, needs-based conversations, and help identify referral opportunities across the bank client base. Collaborate with branch teams, Retail Branch Managers, and Centers of Influence to grow referrals, sales production, and year-over-year revenue while supporting cross-selling back to Consumer Bank relationships.