Unknown Company

Senior Wealth Advisor: Growth & Planning

vancouver, wa • Posted 2 weeks ago
Onsite Full Time Finance

Riverview Trust Company invites a Senior Wealth Advisor to lead growth in wealth management, financial planning, and advisory services. You will partner with line leaders to attract and deepen affluent client relationships, identify investor needs, and manage investment accounts.

The role emphasizes collaboration with trust leaders to ensure consistent client engagement and sales behaviors across positions, with room for advancement based on performance and interest.

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Senior Wealth Advisor: Growth & Planning in vancouver at Unknown Company

This position is listed as full time and onsite.

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