Hickory Point Bank & Trust: Provides personal, commercial, and agricultural banking and trust services.
5+ YOEFive+ years in trust administration, estate settlement/planning; leadership and business development; strong regulatory and fiduciary knowledge; CPA/CFP/CFA/CTFA preferred; JD preferred.
Hickory Point Bank & Trust: Provides personal, commercial, and trust banking services.
5+ YOE5+ years trust administration experience, fiduciary and investment management expertise, regulatory and risk management knowledge, strong leadership and business development skills; relevant certifications (CPA, CFP, CFA, CTFA) preferred.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.