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Financial Advisor
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Full-time
- Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind.
- Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
- Coach and mentor less experienced Financial Advisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.
- Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (KnowYour customer) requirements to protect Bank interests.
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