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In this role you will:
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.Build and execute on a monthly contact plan focused on engaging clients in financial planning and adviceComplete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal settingPrepare and update comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio rangesUnderstand and comply with all industry regulations and MD's program and process requirements Responsible for client meeting preparation, post meeting notes and identifying next opportunities, gathering and inputting financial data resulting from discovery c...