×
Register Here to Apply for Jobs or Post Jobs. X

Wealth Advisor - Client-Focused, CFP​/CFA Path

Job in Greenfield, Hancock County, Indiana, 46140, USA
Listing for: Greenfield Banking Company
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor I - Client-Focused, CFP/CFA Path

Greenfield Banking Company is looking for a dedicated Trust Officer in Greenfield, IN. This role demands a client-focused Wealth Advisor experienced in delivering investment advisory services.

The ideal candidate should hold a CFP/CFA certification, possess a Bachelor's degree in finance or a related field, and have at least 2 years of experience in managing client relationships. You will be responsible for developing financial plans and fostering long-term client partnerships.

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary