Location City: Traverse City
Location State: MI
Base Salary: $80K Base + Competitive Incentive
Position Responsibilities: Major Midwestern Bank seeks sharp individual to serve as Financial Advisor to affluent clients with greater than $3MM in net worth. Will sell all types of Wealth Management and Trust products and serve as their Relationship Manager, bringing in other experts as needed to provide a broad range of affluent services to meet the clientís Wealth Management Investment and Financial Planning needs.
Education and Certifications/Licenses: Bachelors
Mandatory Minimum Qualifications: 5+ years experience in Trust and Wealth Management Sales. Expert Client Management and Relationship Management skills required. 4 year degree required.
Preferred Qualifications: MBA, CFA, and CFP are a plus.
Additional Comments: Please, only experienced, currently employed Banking and Financial Services Candidates with a minimum Bachelors Degree need apply.
Benefits: Standard benefits package.
Overnight Travel: None Listed
Relocation Assistance: Yes
To apply for this Job: please send your resume to <[email protected]> and reference the job number.