SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100-150 clients with a Book of Business totaling between $5-million and $10-million. The incumbent will be responsible for generating new sales opportunities, developing relationships, sales of new products and maintaining consistent communication with all clients in the portfolio.

ESSENTIAL DUTIES and RESPONSIBILITIES: