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VP, Wealth Planner High-Net-Worth Clients
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2025-12-31
Listing for:
Enterprise Bank & Trust
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a VP, Financial Planner to develop and implement customized financial plans for high-net-worth clients. Responsibilities include collaborating with Wealth Advisors and Trust Officers, ensuring exemplary service, and maintaining a robust financial planning system. Candidates should possess a Bachelor's degree and at least five years of relevant experience, along with a CPA or CFP designation.
This role offers significant growth potential and opportunities to make a meaningful impact.
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