Provide comprehensive financial planning and investment advice to individuals and families, build and manage a book of business, acquire and deepen client relationships, deliver goals-based planning, educate clients on digital tools, and coordinate referrals to Chase partners while upholding compliance and professional licensing requirements.

Manage a book of complex existing accounts to grow product and service sales through proactive inside-sales techniques, account development, upselling, collaboration with outside sales, and mentoring other ISRs while meeting performance and profitability targets.