Financial Advisor

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients.

Requirements

• Bachelor’s degree in Finance, Business, Accounting, or a related field.
• Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
• CFP®, ChFC®, or other relevant professional certification preferred.

Benefits

• Paid time off
• Health insurance
• Dental insurance
• Vision insurance
• Short-term disability insurance
• Long-term disability insurance
• Life insurance
• Discretionary 401k match
• Profit-sharing contributions