Senior Financial Advisor

As a Senior Financial Advisor, you will partner with branch staff to identify client needs and provide appropriate financial solutions. You will be responsible for personal production goals, offering investment and insurance solutions through a comprehensive financial planning approach, and coaching branch staff on customer profiling and sales support.

• Partner with branch staff to uncover client needs
• Offer investment and insurance solutions
• Provide comprehensive financial planning
• Coach branch staff on customer profiling
• Support sales and customer experience
• Collaborate with other lines of business