Premier Advisor - Northlake/Toco Hills

Serve as the primary relationship manager for a portfolio of mass affluent clients, developing and deepening relationships through sound personal financial planning and advisory. Deliver an integrated set of retail solutions across banking, mortgage, investments, planning, and insurance, leveraging referral networks for client acquisition. Meet revenue growth, profitability, and retention goals while partnering with internal specialists and maintaining compliance within audit, regulatory, and sales management processes.