Job Description
In-House Financial Advisor Delos
The In-House Financial Advisor is responsible for managing and growing a defined book of client relationships transitioned from senior advisors and the broader bank footprint. This role focuses on delivering a consistent, high-quality Delos Capital Advisors and bank client experience while converting eligible clients to advisory or digital investment solutions managed by Delos portfolio managers. This position is designed as a career-track advisory role, providing meaningful client ownership, revenue-based upside, and a clear path to advancement for high-performing advisors.
Key Responsibilities:
- Client Relationship Management & Transitions
- Assume primary responsibility for assigned client relationships transitioned from Senior Advisors
- Participate in client transition meetings, calls, and outreach to ensure continuity of service
- Work with bank customer referrals below a certain level...