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Financial Advisor in Columbia at GPAC

Date Posted: 7/12/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Columbia
  • Job Type:
    Banking
  • Experience:
    At least 2 year(s)
  • Date Posted:
    7/12/2018

Job Description

Great opportunity to join a growing organization in Missouri. Our client is looking to add a talented individual to the wealth management team. This is a family feel company and will have plenty of opportunities to advance within the organization.

Responsibilities:

  • Generate new Wealth Management client relationships through proactive sales and relationship management efforts, including investment management, personal trust, 401k plan and private banking services.
  • Manage high net worth trust and investment relationships.
  • Maintain contact with existing clients and organizations regarding account performance, administrative matters, tax planning and other issues to provide outstanding personal service and ensure the clients' financial goals are being achieved.

Requirements:

  • Bachelor's Degree.
  • Minimum of 2 years of investment management, trust, accounting or related experience.
  • Excellent interpersonal communication and relationship management skills.

Apply with resume for confidential consideration.