VeraBank Wealth Management Services is seeking a seasoned professional to strengthen client relationships, grow fee-based business, and ensure fiduciary compliance. The role focuses on administering trust and investment programs while coordinating with attorneys, CPAs, life underwriters, and other advisors.
Based in Georgetown, TX, this leadership position emphasizes prospecting for new business, cross-selling services, and delivering exceptional client service in a fast-paced financial
#J-18808-LjbffrWealth Management & Trust Advisor in georgetown at Unknown Company
This position is listed as full time and onsite.