Wealth Advisor - Wichita - Emprise Bank

Description

Job Title:

Wealth Advisor

About Emprise Bank:

We empower people to thrive by providing an extraordinary customer experience and helping our customers achieve their goals.

Job Description:

• The Wealth Advisor is responsible for account management, business development, investment management, and consultative selling.

1. Maintain ongoing business relationships with an emphasis on high standards of personal serviceCommunicate_with_outside_professionals_and_oversee_filing_of_necessary_court_documents[Document_external_assets_and_monitor_investments_for_compliance]
   [Ensure_that_taxes_are_filled_and_expenses_are_paid_on_a_timely_basis] Provide administration of Trust/Estate settlement [Approve_beneficiary_distributions]
[]Conform_with_applicable_state_statutes_and_Uniform_Trust_Code|<|reserved_special_token_74|>]