Financial Planner

Key Responsibilities

• Client Advisory & Financial Planning
• Investment Advisory & Portfolio Support
• Collaboration with Private Bankers

Qualifications

• Required
• Preferred

Compensation

The expected annual salary for this position is between $130,000 and $150,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank
- Those with a known mental or physical disability.
- Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
- Victims of domestic violence, sex offenses or stalking.
- Employees with religious observance and practice obligations.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.