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Senior Wealth Strategy & Trust Advisor

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Commerce Lexington Inc.
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Commerce Lexington Inc. is looking for a Senior Wealth Management & Trust Advisor in Lexington, KY. This role will focus on partnering with high-net worth clients to identify their financial goals and offer strategic investment advice. Candidates should have a professional designation, along with strong fiduciary client service skills and at least 5 years of experience.

The advisor will maintain and develop client relationships while ensuring compliance with all relevant regulations. The position entails some business travel and working within a collaborative team environment.

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Position Requirements
10+ Years work experience
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