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Wealth Management Officer - Kilmarnock, VA

Location : Kilmarnock, VA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5+
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No

Job Description :
Our client is a regional financial services firm that spans the state of Virginia. They are currently seeking an experienced Wealth Management Officer to join their team in Kilmarnock.
 

Candidates must have a minimum of 5+ years' experience in an investment wealth management or trust advisory role working with high net-worth individuals. Experience handling relationship management and business development is required. Bachelor's degree required. CFP, ChFC or CTFA designation required


 

 


Required Qualifications :
 
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