Financial Advisor - Trust & Wealth Management division
Description
Are you looking for a place to use your investment analysis skills and experience to build long term client relationships? Are you a professional with experience in Investments and Portfolio management? Do you work effectively in a team approach to servicing client needs?
We would like to learn more about you.
Crews Bank & Trust is looking for a Financial Advisor in the Southwest Florida area to join the Trust & Wealth Management team. This high performing team member will assist in the investment portfolio activities and sales process in conjunction with the Wealth Strategist to meet with clients and assess needs strategy.
