Wealth Advisor II

The Wealth Advisor II (FSCII) is a licensed, credentialed, financial services professional responsible for the relationship management activities of a designated member base. In this role, the FSCII will serve as the relationship manager, coordinating all department related activities on behalf of the member.  The position assures that professional, unbiased and objective financial planning and investment management solutions are coordinated/implemented, based upon the member's specific goals and objectives.  The FSCII will serve as the financial services expert, providing advice and recommendations across all product and service lines.

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