**Overview:**

Provides advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client’s best interest in mind. Mentors less experienced Advisors.

**Primary Responsibilities:**

+ Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, offer an array of products best suited to meet those needs and with their best interests in mind; sell and close these independently. Profile customer and deliver recommendations to ensure these needs are met. Use sales...