Premier Banking Advisor | Wealth & Client
Job in
Collierville, Shelby County, Tennessee, 38017, USA
Listed on 2026-01-24
Listing for:
Thecentermemphis
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A regional banking institution is seeking a qualified individual to serve as a primary relationship manager for mass affluent clients. Responsibilities include managing client portfolios, providing financial planning and advisory services, and achieving growth goals. Candidates should possess at least a Bachelor's degree in business or finance, have over five years of experience in financial services, and maintain applicable licenses.
Strong interpersonal and sales skills are crucial.
This role offers opportunities for career development and benefits such as medical and retirement plans.
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