The organization is currently seeking to grow their wealth management and trust business in these markets This is a huge and untapped market full of potential— less than half of their existing clients have a Trust, Investment management or brokerage account with them.  They offer an open architecture platform for fee based investment management, personal trust services as well as brokerage, financial planning and insurance.

They are in need of a Financial Advisor that will prospect and position from the existing client base as well as internal and external networking to generate new clients and assets.  This person will work in a team environment alongside trust officers, portfolio managers and private bankers to best service each clients needs.  Must be very receptive to more fee- based business and a desire to work with high net worth and ultra high net worth clientele base.

This is a unique opportunity to be part of building out the wealth management platform in top performing markets and to grow with the organization.  Extremely competitive compensation structure and outstanding benefits.

The desired candidate will possess:

·3 plus years in financial advising/planning

·Acumen to develop and build a pipeline

·Ability to work well in a team setting

·Must have series 7, 65,66 and willingness to obtain insurance license

·Bachelor degree