What are the responsibilities and job description for the Senior Wealth Manager position at The Newburgh Group?
Senior Wealth Advisor - Succession Planning position
Community Bank
Senior Wealth Management and Trust Advisor succession opportunity with a growing community bank in Central Kentucky!
This person will be managing a tenured wealth and trust team as well as being responsible for growing and expanding the Wealth and Trust department.
Key Attributes of the Position:
- Advanced knowledge of trust, estate planning strategies, income and estate matters, stocks and bonds, etc.
- Management experience in the Trust and Wealth areas are key to this role
- CTFA, CFA or similar licenses give you an advantage over other candidates
- Strong business development and strong relationship building skills with the ability to manage and multi-task
If this opportunity sounds like something you might be interested in hearing more about, then please reach out to us!
Compensation package will be around $200,000 (depending on the candidate’s experience) including a robust incentive plan.
Relocation package will be included for candidates outside of the area.
Salary : $180,000 - $200,000