Key skills
Communication
About this role
Role Overview
- Maintain ongoing client relationships through regular communication
- Work in consultation with clients’ other advisors
- Lead in the development of new client relationships
- Discuss investment performance, economic and market trends
- Present financial and tax planning options and opportunities
Requirements
- Bachelor’s degree or equivalent experience
- 7 or more years success as a Financial Advisor
- FINRA Series 7, 63, 65, or 66 licenses or ability to obtain within 120 days of employment
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits