Wealth Management Financial Assistant - Client Impact

Wilsonbank

Wilson Bank & Trust in Lebanon, TN, is seeking a Financial Assistant to support the Wealth Management team, handling administrative tasks, client interactions, and account maintenance.

You will work with senior advisors, coordinate with custodians, and contribute to a high-standard client experience while adhering to FINRA/SEC and BSA/AML rules. Requires a bachelor's degree and financial licenses preferred.

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Vacancy posted 2 days ago

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