Financial Advisor, Client Advisory Group (CAG)

The Financial Advisor, Client Advisory Group (CAG) serves as a trusted advisor to First National Investments & Planning clients, addressing simple to moderately complex financial planning and investment needs. The role involves assessing client financial situations, determining investment objectives, and providing advisory services including investment management, trust, and estate planning. The position requires maintaining client relationships, expanding business through referral networks, and ensuring compliance with fiduciary standards.