Financial Planner (Vintage Hills Branch)

We are currently seeking a Financial Planner to join our team.

The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial planning advice including deposit and lending services. This role meets regularly with assigned members to ensure retention of assets and assist with retirement and/or financial plans. The Financial Planner works in close collaboration with retail branch team members and Wealth Planning Specialists to ensure members are receiving the necessary advice and ongoing service.

Typical Day

• Financial Planning and Advice: Skilled in the wealth discovery process, identifies wealth and financial planning needs and is engaged with both existing and new or potential members to deepen relationships and bring credibility to FWs wealth offering across a territory of assigned branches. Utilizes financial planning ...