This Financial Advisor role involves managing a book of business and selling investment products within a bank branch environment. The position requires developing financial plans for clients, soliciting new customers, and mentoring licensed branch employees to drive business growth. Key responsibilities include conducting client discovery sessions, ensuring regulatory compliance, and collaborating with bankers to identify cross-referral opportunities. The role appeals to candidates seeking a dynamic sales environment with opportunities for professional development and mentorship. Success is supported by a structured training program and a collaborative culture focused on community service. The position requires on-site presence during business hours and travel between assigned branches, with a valid driver's license and relevant securities licenses being mandatory.