Financial Services - Commercial Banking
Private Client Advisor- Agribusiness- Wealth Management Group
Fresno, CA
Exp 5-7 yrs
Deg Bach
Relo
Bonus
We will consider candidates who reside between the Fresno and Sacramento market areas.
Position Summary:
The Senior Private Client Advisor is the first initial point of contact and the primary contact to our highest income/net worth clients' portfolio with a focus on clients whose net worth is $1 million and up. The Private Client Advisor is responsible for managing a portfolio of clients; maximizing client engagement by assessing, understanding, and identifying clients banking needs and providing or arranging a wide array of wealth advice to include a focus on estate/succession planning. Private Client Advisors are responsible for the Bank's highest-value Wealth Management clients.
Position Accountabilities:
Acts as the main point of contact for high net worth clients to be introduced into Wealth Management.
Demonstrates strong business development skills by acquiring profitable high income/net worth client relationships for Wealth Management.
Able to develop quality relationships within the Bank's Agribusiness Banking Division.
Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, daily banking, credit or other relevant products, in connections with client's tax, legal, and estate planning professionals.
Expands client portfolio through referrals to Trust Officers, Portfolio Managers, and Financial Advisors, Specialty Asset Managers, Wealth Strategists and Family Business Counselors.
Responsible for following up to ensure all banking services provided to clients exceed their expectations.
Expands and builds relationship with clients by proactively monitoring client's portfolio.
Engages clients in the estate/succession planning process
Provides clients a high level of consultative financial advice by using the full range of banking products and services designed for the affluent/high net worth client.
Ensures documentation is up to date and complete.
Maintaining excellent and effective Client Relationships.
Maintaining and continuing required license(s).
Skills and Certifications
Does Candidate have a Bachelors' degree in Finance, Economics or Business/Other?
Does candidate have active series 7, 63 or 65 or 66 & Life Insurance licenses
Does candidate have experience selling Life Insurance products?
Does candidate have experience with estate planning?
Does candidate have experience with Trusts?
Does candidate have experience working with high net worth Agribusiness clients?
Ideal Candidate
2-5+ yrs. sales experience
Experience as a Private Banker working with high net worth agribusiness clients
Fully licensed- series 7, 65 or 66 & Life Insurance
Experience selling Life Insurance
Experience in estate planning
Ideal Candidate should have worked for the following company(ies):
Wells Fargo
US bank
Rabo Bank
Northwestern Mutual NY Life
Prudential
All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply
I'm interested
PRIVATE CLIENT ADVISOR- AGRIBUSINESS- WEALTH MANAGEMENT GROUP • Fresno, CA, United States
As a Registered Representative of our multi-office agency, you will successfully market the financial products that manage everyday risks.Your proficient knowledge of financial products reinforces ... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Remote Client Services Consultant (Independent).We are bringing on Remote Client Services Consultant (Independent) to join our remote team.You will assist clients with planning, booking, and suppor... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Principal CSR Analyst Job Duties: Provide leadership and input in building the long-term business model... Show more
By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need p... Show more
Always Best Care - 339 West D Street, Suite A - Responsibilities: Provide basic companion care including light housekeeping, transportation, and meal preparation; Assist with personal care tasks su... Show more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more
Security Officer / Patrol Guard] - Open to U.Citizens / Starting @ $36,118 annually - As a Customs and Border Protection Officer you'll: Enforce customs, immigration, and agriculture law and regul... Show more
Assists customers at the counter, retrieves prescriptions, rings up orders.Assists pharmacists with processing and selling prescriptions to customers.Orders and stocks drugs and over-the-counter me... Show more
Benefits include: California Paid Sick Time, Contest Prize Awards, 401K Plan with Company Match, Employee Assistance Program, 30% Merchandise Discount.All Bonuses, Awards and Benefits subject to qu... Show more
Private Client Advisor- Agribusiness- Wealth Management Group.Financial Services - Commercial Banking.Private Client Advisor- Agribusiness- Wealth Management Group.We will consider candidates who r... Show more
Advertising Job Duties: Design and prepare advertisements as needed.Test concepts and... Show more
Customer Service Representative.The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empa... Show more
Summary The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/... Show more
By working at Cosmoprof, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair and we need pass... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
We need caregivers like you to assist seniors in all areas!!.Looking for reliable, compassionate, and caring professionals to join our company.At Always Best Care, our Caregivers are the keystone o... Show more
We are seeking a Manager, Care Team to join our team at Independent Living Systems (ILS).ILS, along with its affiliated health plans known as Florida Community Care and Florida Complete Care, is co... Show more
