Senior Wealth Advisor - High-Net-Worth Planning
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Finance & Banking
Job Description & How to Apply Below
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.
Consider building your career as a Senior Wealth Advisor
- High-Net-Worth Planning at Oak Star Bank.
Join Oak Star Bank 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 Senior Wealth Advisor
- High-Net-Worth Planning role at Oak Star Bank, based in Camdenton, MO, United States.
We are looking to fill the Senior Wealth Advisor
- High-Net-Worth Planning position at Oak Star Bank in Camdenton, MO, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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