Licensed Private Client Banker

Deliver plan-based financial advice and referrals as part of the Private Client Program, managing the full client relationship for individuals and businesses with up to $2M in investable assets. Assess client financial needs, gather and document data, provide customized financial wellness recommendations, and open accounts. Build referral pipelines through internal/external centers of influence, partner with branch and line-of-business teams, and ensure compliance with risk, security, and audit procedures.