Bachelor's degree with emphasis in Business Administration, Finance, Economics.
CFP,CFA or CPA preferred.
Experience generally acquired through five or more years sales/client service experience, preferably in wealth management.
Knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques, banking and lending products.
Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities.
Possess proficient interpersonal communication, writing and group presentation skills.