Trust & Estate Advisor | Client & Strategy
Listed on 2026-09-25
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Finance & Banking
Wealth Management, Banking & Finance
First Bank, Upper Michigan seeks an experienced officer to oversee trust, estate, IRA and investment account administration, helping principals, beneficiaries and plan sponsors formulate financial goals and implement strategies.
You will strengthen client relationships, pursue business development for the Investment Management Group, and ensure compliance with trust policies while staying current on markets and tax matters.
Step into the Trust & Estate Advisor | Client Growth & Strategy role at First Bank, Upper Michigan in MI, United States and grow with us.
We appreciate your interest in this position.
Join First Bank, Upper Michigan and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Trust & Estate Advisor | Client Growth & Strategy role at First Bank, Upper Michigan, based in MI, United States.
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