Investment Advisor / Portfolio Manager in South Bend, Indiana For Sale

Responsibilities
?Work with Wealth Advisors to manage client relationships including high net worth individuals and their families, endowments/foundations, and retirement plans
?Structure and manage client investment portfolios, including trust, IRA and investment management accounts
?Build financial plans ? Prepare and discuss financial plans with clients
?Assist in business development (sales)
Requirements
?Bachelors degree, preferably in Business
?5+ years of investment and/or financial planning experience with a financial advisor, trust department, or investment management firm
?Desire to pursue Certified Financial Planner designation (CFP)
?Ability to communicate effectively (written and verbal) and work as part of a team
Excellent benefit package
To apply, please send resumes
Indiana Trust Company
xxxx Edison Lakes Parkway, Suite 100
Mishawaka, IN xxxx5
or email: tpatton@indtrust.com