Senior Wealth Manager & Trust Leader | Relocation Included

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 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.