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Financial Consultant I
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- That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Accrue and use your paid time off (PTO) immediately – no waiting period – plus paid federal holidays in addition to PTO.
- We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes.
- Originate investment services in full compliance with bank policies and regulations, requirements of the SEC, NASD, and the bank's broker-dealer.
- Maintain required documentation in customer files or in designated CRM tool in such order that files may be readily reviewed.
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