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Principal Accountabilities:
We deliver on our promise every day to protect livelihoods and futures. We do this through our value-based work, demonstrating service, integrity, leadership, teamwork, accountability and passion in all touch points with client members, employees, agents and vendors.

1. Perform the functions of a financial advisor professional including; financial and estate planning, asset management, quarterly and annual client updates and reviews.
2. The WMA will be maintaining relationships with agents and client/members.
3. Manage the delivery of the Wealth Management services to the client.
4. Conduct client educational seminars and workshops.
5. Infield resource for all registered agents for all planning and investment inquiries.

1. College degree or equivalent (Finance or Business) required.
2. Seven years relevant experience as an advisor required.
3. Minimum Assets Under Management (AUM) of $40,000,000 required.
4. Minimum production of $300,000 with at least 50% fee based business.
5. Supporting documentation of AUM and Production may be required.
6. FINRA Registered Representative and Principal, Series 6 or 7, (65 or 66) and 63 required.
7. Fingerprinting required.
8. Certified Financial Planner (CFP) preferred.
9. A valid driver’s license and satisfactory Motor Vehicle Records are required.

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