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Senior Wealth Advisor

Position ID: NB/SrWealth
Location: Charleston WV

Senior Wealth Advisor

 

Our client is a well-respected regional bank with a rich history in the Southeast and over $19 Billion in assets. They have branches located in 6 states. They are in solid growth mode with strong wealth and private wealth operations.

 

They are seeking a Senior Wealth Advisor to work in tandem with all bank channels to manage an existing portfolio of diverse clients while leveraging local COI to generate new business. The wealth division has tremendous resources including solid marketing and a great reputation for the best client service in the market.

 

They offer a competitive salary which is combined along with outstanding benefits and because they operate in 6 states, the growth potential for someone with a proven track record is outstanding.

 

The hiring manager for this role is very transparent, dedicated, and is seeking the right fit.

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code NB/SrWealth in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code NB/SrWealth 

 

NO CALLS PLEASE

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