Senior Wealth Manager

The Newburgh Group; Lexington (KY); On-site; USD 190,000 - 220,000; Full time

Benefits offered by this job

Relocation package

Job summary

Community Bank in Central Kentucky is seeking a Senior Wealth Management and Trust Advisor to lead a tenured wealth and trust team and to grow the department.

Ideal candidates have advanced knowledge of trust and estate planning, investment matters, and strong business development and relationship-building skills. CTFA or CFA licenses are advantageous; relocation assistance is available for qualified candidates.

Qualifications

• Advanced knowledge of trust and estate planning strategies.
• Experience managing a wealth/trust team.
• Licenses such as CTFA or CFA are advantageous.
• Strong business development and relationship-building skills.

Responsibilities

• Lead a tenured wealth and trust team.
• Grow and expand the Wealth and Trust department.

Skills

Trust knowledge

Estate planning

Investment knowledge

Management experience

Business development

Relationship building

Multi-tasking

CTFA/CFA advantage

Job description

Community Bank

Senior Wealth Management and Trust Advisor succession opportunity with a growing community bank in Central Kentucky!

This person will be managing a tenured wealth and trust team as well as being responsible for growing and expanding the Wealth and Trust department.

Key Attributes of the Position:

• Advanced knowledge of trust, estate planning strategies, income and estate matters, stocks and bonds, etc.
• Management experience in the Trust and Wealth areas are key to this role
• CTFA, CFA or similar licenses give you an advantage over other candidates
• Strong business development and strong relationship building skills with the ability to manage and multi-task

Compensation package will be around $200,000 (depending on the candidate’s experience) including a robust incentive plan.

Relocation package will be included for candidates outside of the area.