Job Information
Lake City Bank Vice President, Senior Wealth Advisor; Indianpolis, IN in Elkhart, Indiana
This position is responsible for individual and non-profit wealth advisory services, including investment management sales; financial, retirement and estate planning; and trust 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 or equivalent work experience.
- 7+ years of wealth management or equivalent work experience.
- Cannon Trust School accreditation and CFP designation preferred. Thorough knowledge of investments and retirement plans 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 persons merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.