Trust Financial Planner

Extraco Banks • Waco, TX

79d

About The Position

Extraco Banks Financial Services division is seeking a successful Trust Financial Planner to join our team. We provide a competitive compensation package as well as excellent benefits and a great work environment.

Requirements

• Bachelor's degree required
• 5+ Years in financial services

Nice To Haves

• Masters degree or certifications such as CFP a plus

Responsibilities

• New business development for Wealth & Trust Team
• Build Money Guide Pro financial plans for clients and prospects
• Attend sales meetings with trust officers and collaborates with partners to close the sale
• Generate awareness, deliver solutions and drive new revenue through centers of influence
• Assist trust officers with delivery of financial plans

Benefits

• Competitive compensation package
• Excellent benefits
• Great work environment

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree