About this role
Role Overview
- Partnering with clients to understand their life and financial objectives
- Conducting in-depth financial reviews and fostering long-term connections
- Leveraging data-driven insights to analyze results
- Collaborating with your team to achieve shared objectives
- Monitoring productivity and service delivery
Requirements
- Bachelor’s degree preferred
- 3–5 years of experience in banking services
- Willingness to obtain Registered Representative (RR) licensing
- Commitment to achieving the Certified Financial Planner (CFP) designation
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs