Wealth Management Officer
Company: GPAC
Location: Springfield
Posted on: April 26, 2024
Job Description:
Wealth Management OfficerThe 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 documentationThis
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
-nash.wergin@gogpac.com.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.
Keywords: GPAC, Springfield , Wealth Management Officer, Executive , Springfield, Missouri
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