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SouthEast Bank

Knoxville, Tennessee

East Cambridge Savings Bank

Cambridge, Massachusetts

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First State Bank & Trust

Tonganoxie, Kansas

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Georgia Bankers Association

Atlanta, Georgia

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First State Bank & Trust

Basehor, Kansas

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FORTRESS FINANCIAL SERVICES LLC

Los Angeles, California

Meadows Bank

Las Vegas, Nevada

Merchants Commercial Bank USVI

U.S. Virgin Islands

Meadows Bank

Las Vegas, Nevada

The Bank of South Carolina

Charleston, South Carolina

First Security Trust and Savings

Elmwood Park, Illinois

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Newburyport Bank - Newburyport, MA

Newburyport, Massachusetts

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Newburyport Bank - Newburyport, MA

Newburyport, Massachusetts

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Luther Burbank Savings

Irvine, California

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Amalgamated Bank of Chicago

Chicago, Illinois

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Cape Cod 5

Cape Cod, Massachusetts

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International Bank of Chicago

STONE PARK, Illinois

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The Citizens Bank of Philadelphia

Philadelphia , Mississippi

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Alerus Financial

Grand Forks, North Dakota

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Eagle Bank

Everett, Massachusetts

Gainey Business Bank

Scottsdale, Arizona

Gainey Business Bank

Scottsdale, Arizona

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County National Bank

Hillsdale, Michigan

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County National Bank

Hillsdale, Michigan

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Bank of the Bluegrass

Lexington, Kentucky

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Financial Planner
We seek to provide an opportunity for someone with five years of experience already in the financial planning or investment management field, as well as, career changers who are enrolled in a CFP® education program. Preference will be given to local applicants with the necessary qualifications, but exceptional candidates seeking a remote position will be considered. Job Responsibilities Assist in the preparation of financial and investment plans with the goal to deliver plans to clients directly within a short period of time. Assist with client onboarding, including preparation of new accounts forms. Collect, organize and input client information. Answer routine client questions and service requests.


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