Vice President

• Provides a broad range of financial solutions and products to help meet customer goals and offer in-depth guidance by leveraging the vast resources of our wealth team and broker dealer partner, LPL financial.
• Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
• Builds and maintains a strong client network and pipeline
• Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and insurance/investment knowledge
• Conducts and/or participates in investment performance and relationship reviews
• Conducts market events and provide education/mentorship to key partners.
• Adheres to compliance requirements and follow corporate and industry protocols

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