Vice President, Wealth Advisor - Lake City Bank : Job Details

This position is responsible for individual, family, and institutional wealth relationship management, including investment management sales; financial, retirement and estate planning; and trust and estate administration. Additional duties involve active business development and participation in departmental, bank and community programs with all activities contributing to profitability and growth of the bank. Required Qualifications Include: Bachelor's degree (Finance or Business-related fields preferred) or equivalent work experience. Eight years working knowledge of securities industry, thorough knowledge of investments and employee benefit plans. Cannon Trust School accreditation and CFP designation required. Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gende...Wealth Advisor, Vice President, Wealth, President, Advisor