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Wealth Advisor - Client-Focused, CFP/CFA Path
Job in
Greenfield, Hancock County, Indiana, 46140, USA
Listed on 2026-07-08
Listing for:
Greenfield Banking Company
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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.
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