State Licensed Premier Client Specialist

Job Summary

As a full-time State Licensed Premier Client Specialist, the successful candidate will act as the primary client contact to uncover financial needs and provide holistic banking and investment solutions while working virtually from Illinois.

Key responsibilities

• Build and maintain relationships with clients to identify financial opportunities and provide tailored banking and investment solutions
• Collaborate with Financial Advisors for clients with complex financial needs and proactively manage an assigned customer portfolio
• Achieve sales targets through new client acquisition and deepening existing relationships while promoting digital platform adoption

Required qualifications

• Typically 3+ years of relevant experience in a financial services organization
• SIE Exam, Series 6, 63, 65, and state Life and Health insurance licenses required; Series 7, 66 or 65 licenses preferred
• Advanced understanding of deposit, loan, and banking products, as well as cash flow analysis and credit risk policies
• In-depth knowledge of brokerage, insurance products, and personal trust and investment management
• Post-secondary degree in a related field of study preferred, but not required