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Strategic Financial Advisor - Client Planning
Job in
Daphne, Baldwin County, Alabama, 36526, USA
Listed on 2026-01-02
Listing for:
River Bank & Trust
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A community-focused financial institution in Daphne, Alabama is seeking a Financial Advisor to guide customers in their financial planning. The ideal candidate will have a Bachelor's degree in finance, relevant experience, and necessary certifications. Responsibilities include assessing financial needs, developing tailored strategies, and maintaining strong customer relationships in a retail setting. This role emphasizes customer service and regulatory compliance.
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