Financial Advisor - Easton

Only for registered members Easton, United States

1 week ago

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Job Summary

Serves as an advisor to provide advice-based approach to financial solutions for an assigned book of business.

Works with Investment Advisors Fiduciary Advisors Community partners Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment insurance solutions catered individualized needs each customer client best interest mind.


  • Prepare recommendations customized financial solutions current potential Bank customers portfolios meet their needs client best interests mind;
  • Offer array products services suited meet those needs sell close independently.

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