Role OverviewThe Wealth Advisor I delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity.
What You Will Do
Develop business, manage client relationships, develop internal and external referral sources, review and interpret trust documents, complete regulatory account reviews.
Why It Might Be a Fit
Must have a Bachelor's Degree and minimum 3 years Banking or Financial Advisor experience. Certified Financial Planner-CFP Board or Certified Trust and Financial Advisor (CTFA) preferred.
Requirements
- Bachelor's Degree
- 3 years Banking or Financial Advisor experience
- Certified Financial Planner-CFP Board or Certified Trust and Financial Advisor (CTFA) preferred
- Trust Accounting Software a plus
Benefits
- Competitive benefits package
- Peace of mind through benefits package
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