Job Details

Were looking for a motivated Wealth Advisor to build lasting relationships with individuals, businesses, and not-for-profits in our community. In this role, youll guide clients in achieving their financial goals by understanding their unique needs and providing tailored wealth management strategies. Youll also collaborate with key partners and centers of influence to deliver comprehensive financial solutions. What Youll Do:Day in the Life Youll spend each day consulting with clients to understand their financial objectives and create personalized strategies to meet those needs. A key part of your role will be developing new business through community engagement, nurturing existing relationships, and working closely with banking and non-banking partners, as well as key community players. What it Takes: Certified Financial Planner or advanced degree desired. Proven ability to generate new business revenue. Expertise in Estate Planning, Financial Planning, Investments, and Fiduc...Wealth Advisor, Wealth, Advisor, Financial Planning