This position provides investment sales and service for clients and prospects with a planning foundation. Actively partners with and coaches Bank branch employees to develop their skill set to profile and uncover client needs. Prepares a client plan based on client goals and services accounts with less than $250,000 of investable assets. Maintains all compliance standards throughout sales and consultation activities. Monitors client goal progress while enhancing the Bank's growth and profitability objectives. This role will partner with senior associates as part of a teaming arrangement.