Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Provide holistic, client-facing financial advice by building lasting relationships and implementing individualized retirement, insurance, tax, and estate planning solutions. Apply discretionary management to help clients execute recommended plans, transition from self-directed to managed accounts, and ensure compliance. Serve as an expert on portfolio construction, risk appetite, and tax-efficient investing while resolving objections, escalating issues as needed, and staying current on new investment and planning capabilities.