Unknown Company

Senior Wealth Portfolio Manager & Financial Planner

jefferson city, mo • Posted 1 weeks ago
Onsite Full Time Finance

Central Trust Company seeks a seasoned Portfolio Manager to work directly with clients to develop and implement strategies addressing investment, financial, insurance, tax, and estate planning needs. You will collaborate with other Advisors to provide advice on all aspects of the client relationship and be responsible for investment management, new business development, and client retention.

A successful candidate will be an attentive listener, driven to grow professionally, and able to clearly

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Senior Wealth Portfolio Manager & Financial Planner in jefferson city at Unknown Company

This position is listed as full time and onsite.

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