Mass Affluent Private Client Assistant

Rkminsurance

The Associate Private Client Advisor collaborates with Private Client Advisors to serve Mass Affluent clients, focusing on planning and financial wellness as the basis for investment solutions. They build strong partnerships with Retail Branch Managers, teams, and Centers of Influence to foster broader client relationships. This evergreen posting supports branch teams in providing in-person client services, identifying referral opportunities, and promoting cross-selling with core bank products. #J-18808-Ljbffr Rkminsurance

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Vacancy posted 3 days ago

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