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Trust Portfolio Strategist | Client Advisory & Growth
Job in
Mount Pleasant, Isabella County, Michigan, 48804, USA
Listed on 2026-07-08
Listing for:
Isabella Bank Corporation
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Isabella Bank Corporation in Mount Pleasant is looking for a Trust Portfolio Manager to oversee client investment portfolios. You will manage relationships, prepare investment presentations, and ensure compliance with investment policies.
The ideal candidate will have a bachelor’s degree and preferably hold a CFP or CTFA certification, with at least five years of investment experience. Strong analytical and communication skills are essential for success in this role.
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