Senior Wealth Advisor

Riverview Bank
Vancouver, WA
Category Customer Service
Job Description
Senior Wealth Advisor responsible for growth and development of wealth management strategies, client service, and sales growth.

Requirements

  • 5-7 years of experience in financial services
  • Bachelor's degree; CFP preferred
  • Some knowledge of trust and fiduciary law and trust account procedures desired
  • Expert ability to read, analyze, and interpret business and legal documents
  • Advanced ability to present information and respond to questions
  • Advanced ability to define issues, collect data, establish facts, and draw valid conclusions

Benefits

  • Healthcare benefits
  • 401K plan
  • Short term & long-term disability coverage
  • Life insurance
  • Vacation & sick time
  • Educational assistance
  • Several holidays
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