Wealth Advisor I - Client-Focused, CFP/CFA Path
Greenfield Banking Company
Greenfield Banking Company is looking for a dedicated Trust Officer in Greenfield, IN. This role demands a client-focused Wealth Advisor experienced in delivering investment advisory services. The ideal candidate should hold a CFP/CFA certification, possess a Bachelor's degree in finance or a related field, and have at least 2 years of experience in managing client relationships. You will be responsible for developing financial plans and fostering long-term client partnerships. #J-18808-Ljbffr Greenfield Banking Company
Vacancy posted 1 day ago
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