Senior Wealth & Trust Advisor Strategic Client Growth

Commerce Lexington

Lexington, KY

JOB DETAILS
SKILLS
Customer Support/Service, Estate Planning, Fiduciary, High Net Worth, Investment Services, Investment Strategy, Strategic Planning, Wealth Management, Willing to Travel
LOCATION
Lexington, KY
POSTED
2 days ago

Commerce Lexington is seeking a Senior Wealth Management & Trust Advisor in Lexington, Kentucky. This full-time position requires a professional who will partner with high-net-worth clients to identify and achieve their financial objectives through strategic investment advice and tailored services.The ideal candidate will hold a Bachelor's degree, possess fiduciary client service experience, and have advanced knowledge of trust administration and estate planning strategies. Some business travel may be required.#J-18808-Ljbffr

About the Company

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Commerce Lexington