Wealth Management Advisor
Unclassified•Fort Wayne, IN
430d
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About The Position
The position serves as a trusted advisor and team coordinator for Private Bank clients, focusing on simplifying complexities and helping clients articulate and achieve their wealth goals. The role involves creating specialized teams to provide comprehensive wealth planning, investment, private banking, risk management, and trust services, while ensuring the delivery of high-quality client experiences and adherence to service standards.
