Wealth Management Specialist

1 week ago


Daphne, Alabama, United States River Bank & Trust Full time
About the Opportunity

We are looking for a skilled Financial Planner to join our team at River Bank & Trust. This role comes with a salary of $90,000 - $120,000 per year, based on experience.

Key Responsibilities:

  1. Assess clients' financial situations, identifying areas for improvement and developing customized plans to address their needs.
  2. Implement financial strategies, utilizing a variety of financial products and services to meet each client's objectives.
  3. Build and maintain strong relationships with clients, delivering exceptional customer service and staying attuned to their evolving needs.
  4. Stay current on industry developments and regulatory changes, applying this knowledge to provide informed guidance and support to clients.
Desired Skills and Qualifications

To excel in this role, you will need:

  • A Bachelor's degree in finance or a related field (desired).
  • A minimum of 2 years' experience as a Financial Planner or in a related field.
  • Certifications such as the Alabama Insurance Life and Health License, Series 7, and Series 66.


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