Portfolio Manager
Central Bank · Jefferson City, MO · 2 wk ago
On-siteSalesFull-time
Job Duties
- Responsible for client investment management and retention
- Instill confidence through demonstrated expertise
- Aid in the creation, delivery, execution, and management of complex financial plans
- Lead client meetings at all phases of the wealth management cycle to discover and provide solutions to complex client issues
- Increase market share in their local region