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Wealth Management Advisor: Relationships & Investments

Job in Shawnee, Johnson County, Kansas, 66203, USA
Listing for: Kids for the Future
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Advisor: Grow Relationships & Investments
  • Location 2871 S. State Rd 135,Greenwood, IN, 46143,United States
  • Employee Type FT Exempt
  • Required Degree 4 Year Degree
  • Manage Others No
Description

Actively pursues new business for the Wealth Management Department. Seeks opportunities for relationship building with current and potential clients. Assumes responsibility for the administration of investment management and Wealth Management accounts including trusts, estates, guardian ships, agencies and retirement plans.

Requirements
  • A Bachelor degree in business, accounting or finance preferred or a minimum of 5 to 10 years related experience.
  • Community banking experience in the areas of trust, brokerage and/or insurance.
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