Manage and improve FP&A processes, deliver financial forecasts and models, support business decision-making, and recommend process improvements. Provide subject-matter expertise, coach junior staff, liaise with executives and vendors, and implement solutions to drive accurate reporting and budgeting.

The Financial Advisor - Centralized identifies client needs, provides investment recommendations, and achieves sales goals while ensuring compliance with regulations.

Provide investment and insurance advice to clients, manage and grow an assigned client portfolio, meet investment sales and revenue goals, maintain regulatory compliance and licenses, collaborate with branch partners, deliver client education, and complete administrative and reporting duties.