Financial Planning Leader

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Expertise & Impact: Subject matter expert (SME) and thought leader in financial planning concepts and be a resource for the advice and planning group in that area. Keeps current on planning trends and their application to solutions for our clients. In collaboration with Premier Bankers ensures complex clients receive expert-level service and advice.
2. Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze c...