Senior Wealth Advisor & Strategic Planner
truxton trust companyFranklin, TN
Senior Wealth Advisor & Strategic Planner
L5
truxton trust companyFranklin, TNyesterday
Industries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceTruxton Trust Company is seeking a Senior Vice President, Wealth Advisor. This role guides sophisticated wealth planning for clients and collaborates with Wealth Management peers to handle complex family, trust, estate, tax, and philanthropic matters.
The SVP will cultivate client relationships, contribute to platform development, and help attract new business while upholding Truxton’s culture and long-term vision.
Apply now
Level
SeniorL5
Location
Franklin, TN
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
To get sharper similar jobs, create your profile using the link below.