Build and maintain long-term client relationships while providing comprehensive financial guidance. Identify client goals, develop personalized investment strategies, prepare and verify financial plans, and recommend insurance, investment management, risk management, and wealth management products. The role includes marketing and prospecting support, training, mentorship, and autonomy to develop a personal advisory practice.

Build and grow an independent financial advisory practice by managing client relationships, delivering holistic investment and protection planning, expanding assets under management, developing referrals and partnerships, and collaborating with investment, insurance, and planning specialists. The advisor will maintain compliance and client-service standards while potentially building a team, acquiring practices, and developing scalable growth and succession strategies.