Wealth Advisor: Client Planning & Growth
first mid bank trustColumbia, MO
Wealth Advisor: Client Planning & Growth
L4
first mid bank trustColumbia, MO16 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingA regional financial institution in Columbia, MO is seeking experienced financial advisors to manage a client book and provide tailored financial planning solutions. Candidates should have at least 4 years in wealth management and must hold FINRA licenses. Strong verbal communication skills and proficiency in digital tools are essential for success in this client-focused role. Benefits include comprehensive healthcare and tuition reimbursement, making it an attractive opportunity for career growth.
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Level
MidL4
Location
Columbia, MO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
16 days ago
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