Clouds Talent Group is excited to be partnering with Queensborough National Bank and Trust Company to add Wealth Planners in strategic growth markets. We're initially looking for strong financial professionals in Augusta, GA - Statesboro, GA - Columbia, SC and Aiken, SC . We are also open to well established financial advisors or advisory teams in the Atlanta or Athens, GA market , Clemson or Charleston, SC market , as well as the Lake Oconee market.
The ideal Wealth Planner will be responsible to establish a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of our customer, their current financial standing and their short and long term goals. The ideal candidate is customer-focused and partnership centric and ideally has previous branch based brokerage experience.
Primary Responsibilities
Specifics and Requirements
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