Act as primary advisor and key consultant to a portfolio of clients using an advisory approach. Partner with Senior Advisors to analyze investment opportunities and client needs and recommend appropriate strategies. Independently researches and analyzes third party reports and data to assess, determine, and identify various market conditions, tax reduction strategies, est

Participate in and successfully complete each defined training rotation required during the program, which includes multiple team rotations within the Commercial Department. Master each technical and system function required during training rotations including branch transactions and products, customer accounts, customer service, call center and call evaluations, loan app