Financial Advisor - Investment Services Group

Actively source, deepen, grow, and retain client relationships by delivering personalized investment advice, products, and solutions aligned to clients’ goals and risk tolerance. Develop profitable securities and insurance sales through prospecting and partner referrals, review investment plans via a consultative process, and ensure accurate transaction recording and compliant client file maintenance. Partner with branch teammates, lead training and educational seminars, and meet regulatory standards (FINRA and others).