Private Wealth Advisor & Client Growth Lead

A regional financial institution is seeking a Wealth Management Advisor to serve as a trusted advisor for clients in Lexington, KY. Responsibilities include developing client relationships, utilizing financial planning tools, and delivering comprehensive wealth management services. Candidates should have a bachelor’s degree and at least 5 years of experience in financial services, with relevant certifications preferred. This position offers a competitive salary along with a comprehensive benefits package.
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