Financial Planning and Analysis

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service
• Identifies sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Financial Advisor

Area Investment Manager

Market Financial Center Manager

Senior Enterprise Financial Risk Capital Risk Specialist

Associate Financial Consultant

Senior Manager – Financial Markets, CMBS Securitization