Wealth Management Officer

Wealth Management Officer

The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and trust services.

Wealth Management Officer Requirements:

• Knowledge of investment, trust, and estate planning fields
• Understanding of trust services including administration, tax, and investments
• Strong relationship building skills
• Excellent problem-solving skills
• Ability to travel using a company-supplied vehicle
• Motivated and self-starter mentality
• Strong team player
• Excellent communication skills
• Bachelor’s degree
• 5+ years of related sales experience
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Wealth Management Officer Responsibilities

• Develop and maintain an active network of referral sources with...