Financial Planning and Analysis

• Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
• May handle large book of clients with more complex financial profiles.
• Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory.
• Design and customize coaching sessions to train bankers on investment strategies and product solutions.
• Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
• Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

Investment Executive, Financial Advisor

Financial Solutions Advisor

Financial Solutions Advisor