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Senior Wealth & Trust Advisor ‑Net‑Worth Clients
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-03-04
Listing for:
Commerce Lexington Inc.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a Senior Wealth Management & Trust Advisor in Lexington, Kentucky. This position requires a professional designee with a strong background in fiduciary client service and a minimum of five years of relevant experience. The advisor will partner with high-net-worth clients to develop financial strategies and maintain relationships. Responsibilities include advising, compliance, business development, and account administration.
The firm offers a full-time role with an emphasis on teamwork and achieving client satisfaction.
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Position Requirements
10+ Years
work experience
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