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Wealth Strategies Advisor
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- The Wealth Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers.
- The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.
- PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.
- The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold.
- Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
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