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Trust Investment Strategist; CFP
Job in
Freeport, Stephenson County, Illinois, 61032, USA
Listed on 2026-02-01
Listing for:
UNION Savings BANK
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial institution in Illinois seeks a Trust Investment Officer responsible for business development and managing investment strategies. This role requires collaboration with Trust Officers to implement client-centric solutions while ensuring fiduciary compliance. Key responsibilities include monitoring asset performance, conducting security analysis, and supporting new business development efforts. Candidates should have significant investment experience and strong analytical skills, alongside the CFP or CTFA designation.
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