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Job description
Job Description
Wealth Management Officer
The main purpose of this job is to develop relationships with clients with the intent of providing financial planning and offering a valuable service to clients through the sales of investment and trust services.
Wealth Management Officer Requirements:
Knowledge of investment, trust, and estate planning fields
Understanding of trust services including administration, tax, and investments
Strong relationship building skills
Excellent problem-solving skills
Ability to travel using a company-supplied vehicle
Motivated and self-starter mentality
Strong team player
Excellent communication skills
Bachelor’s degree
5+ years of related sales experience
Wealth Management Officer Responsibilities Develop and maintain an active network of referral sources with an active pipeline to ensure annual goals are met
Achieve annual sales goals
Accurately complete the necessary paperwork for onboarding new accounts, participate in regular sales meetings as directed by management, and complete sales incentive documentation
This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.
I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates with strong companies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries, email Nash Wergin at
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.