Financial Planning and Analysis

• The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
• Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
• Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions.
• Meet regularly with clients to assess needs, goals, and risk tolerance.
• Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
• Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
• Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
• Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
• Actively participate in local civic organizations, fostering connections within the community.
• Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.

Financial Advisor

Vice President, Wealth and Investments