Wealth Advisor - Community Trust & Wealth Management

Stillman Bank; Oregon (WI); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Paid vacation

Paid personal time

Health insurance

Job summary

A local community bank is seeking a skilled Financial Advisor to join its Trust and Wealth Management team. The role emphasizes relationship-building and delivering tailored financial advice, focusing on achieving clients' long-term financial goals. Candidates should have a Bachelor's degree in Finance or a related field, with at least 3 years of relevant experience. Competitive salary starting at $80,000+, and comprehensive benefits, including paid time off and health insurance, are offered.

Qualifications

• Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
• CFP®, ChFC®, or other relevant professional certification preferred.
• Ability to interpret financial information and provide sound guidance to a diverse client base.

Responsibilities

• Provide customized financial planning and investment advice to clients.
• Build trust and deepen relationships through regular communication.
• Assess clients’ financial situations and recommend investment solutions.

Skills

Interpersonal skills

Communication skills

Financial analysis

Client management

Education

Bachelor’s degree in Finance, Business, Accounting, or related field

Job description

A local community bank is seeking a skilled Financial Advisor to join its Trust and Wealth Management team. The role emphasizes relationship-building and delivering tailored financial advice, focusing on achieving clients' long-term financial goals. Candidates should have a Bachelor's degree in Finance or a related field, with at least 3 years of relevant experience. Competitive salary starting at $80,000+, and comprehensive benefits, including paid time off and health insurance, are offered.