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Provide investment counseling and securities sales in assigned branch territory, prospect and onboard clients, open and service investment/insurance accounts, coach licensed bankers, support cross-referrals, and ensure compliance with bank and FINRA rules while participating in seminars and community events.

The Financial Advisor is responsible for providing investment counseling, achieving production goals, coaching branch bankers, and ensuring compliance with securities regulations while managing client relationships and providing excellent service.

The Financial Advisor provides investment counseling, meets securities goals in assigned branches, and coaches bank partners on investment sales activities.

Administers employee benefits for active and retired employees, maintains HRIS and benefits records, processes medical billing and payroll deductions, supports open enrollment and wellness initiatives, partners with vendors to resolve issues, and ensures compliance with employment and benefits regulations while maintaining confidentiality.