About this role
Wealth Management & Trust - New Business Development Officer at Sybt. Location: Cincinnati, Ohio, United States. Role: Business development, Networking, Client service Requirements: Bachelor’s degree; five+ years in wealth/investment management or business development; CFP/CFAA/CIMA preferred Category: Business Development Seniority: Mid Level Tools: CRM, Financial planning software Certifications: cfp, cfta, cfa, cima Commitment: Full Time Workplace: Onsite Languages: English