Private Advisor I

JOB SUMMARY:
Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000.  Proactively provide investment advice including the selection of investment products and comprehensive financial planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success.
• Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
• Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
• Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
• Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
• Multi-year approach to building a business.
• Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
• High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree or relevant work experience required.
• FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
• At least 4 years of investment management experience with proven track record of success.
• Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
• Demonstrate strong problem-solving, analytical, and organizational skills.
• Experience with group facilitation, presentations, and public speaking.
• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. 

JOB SUMMARY:

Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000.  Proactively provide investment advice including the selection of investment products and comprehensive financial planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success.
• Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
• Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
• Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
• Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
• Multi-year approach to building a business.
• Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
• High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree or relevant work experience required.

• FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
• At least 4 years of investment management experience with proven track record of success.
• Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.

• Demonstrate strong problem-solving, analytical, and organizational skills.

• Experience with group facilitation, presentations, and public speaking.

• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.