Senior Wealth Advisor - High-Net-Worth Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Oak Star Bank is seeking a Wealth Advisor to develop and implement tailored wealth management strategies for high-net-worth clients. You will analyze investments, optimize tax strategies, and manage risk while building lasting client relationships.
Candidate should possess licenses (Series 7/66 and insurance) with a strong client-service mindset and ability to collaborate across banking teams to expand client portfolios.
We would love to welcome a new Senior Wealth Advisor
- High-Net-Worth Planning to our group in Camdenton, MO, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor
- High-Net-Worth Planning role in the description above.
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