Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Provide holistic retirement and investment advisory to assigned pre-retiree and retiree clients, building deep, long-term relationships. Prepare and support financial plans covering asset allocation, spending and savings, Social Security strategies, and related topics. Serve as a subject matter expert, stay current on market events, and help improve advisory programs and compliance through consultative guidance and client-focused support.