Investment Portfolio Advisor
Listed on 2026-11-05
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Crews Bank & Trust is seeking a Financial Advisor in Southwest Florida to join the Trust & Wealth Management team. You will assist with investment portfolio activities and the sales process alongside the Wealth Strategist to meet client needs.
The role requires a Bachelor’s degree in Finance or related field and 5–7 years of experience in investments, with a strong emphasis on teamwork and client service.
Are you ready to take on the Investment Portfolio Advisor role at Crews Banking Group?
Our team is growing, and we are hiring a Investment Portfolio Advisor in FL, United States.
This role is for the Investment Portfolio Advisor role at Crews Banking Group.
We are seeking a motivated Investment Portfolio Advisor to join Crews Banking Group in FL, United States.
Consider building your career as a Investment Portfolio Advisor at Crews Banking Group.
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