Sr. Financial Advisor

Senior Financial Advisor provides investment management and fiduciary guidance to affluent clients across multiple delivery channels, including investment management, fiduciary advice, asset management, full-service financial planning and business succession planning. The role involves advising clients, meeting to assess financial objectives and risk tolerance, developing networks for new business, and partnering with internal bank specialists to deliver comprehensive solutions. Requires a bachelor’s degree (or equivalent), 3 years of financial services experience, FINRA licenses (7 and 66 or 63 and 65), state Life/Accident & Health and Variable Contract licenses, strong relationship-management and sales skills, ability to communicate effectively, and flexible scheduling for client meetings. Must have unrestricted work authorization and not require sponsorship; onsite work is anticipated at posted locations with potential for changes based on business needs.