Vice President, Senior Wealth Advisor
Apply NowCompany: Lake City Bank
Location: Greenwood, IN 46143
Description:
This position is responsible for individual and non-profit wealth advisory services, including investment management sales; financial, retirement and estate planning; and trust administration. Additional duties involve active business development and participation in departmental, bank and community programs with all activities contributing to profitability and growth of the bank.
Required Qualifications Include:
Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.
Required Qualifications Include:
- Bachelor's Degree (Finance or Business-related fields preferred) or equivalent work experience required.
- 7+ years of wealth management or equivalent work experience required.
- Cannon Trust School accreditation and CFP designation preferred.
- Understanding of investments and employee benefit plans required.
Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.