Description
The Private Customer Advisory Center is hiring a full-time or part-time Private Customer Advisor to advise a senior customer portfolio, provide digital and omni-channel advice on banking and securities matters, sell advisory-intensive securities products, identify customer needs, refer complex cases, support colleagues, and contribute to onboarding and training. The role requires banking or comparable training, several years of consulting experience, securities and lending expertise, regulatory compliance, and strong communication and sales skills.
