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VP, Private Banking: Wealth Advisory & Client Growth

CFA Institute

Port Allen, LA

CFA Institute is seeking a Private Banker in Port Allen, Louisiana, responsible for advising clients on wealth management. The ideal candidate will have over six years of experience in Financial Services, a Bachelor's Degree, and necessary licenses. The role involves managing client relationships, providing investment advice, and achieving business results. Strong sales skills, community connections, and a focus on client satisfaction are essential. This position emphasizes diversity and inclusion and offers an opportunity to thrive in a client-focused environment.#J-18808-Ljbffr

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Vacancy posted 5 hours ago
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