7700 Mineral Point Road
Are you looking to enhance your ability to assist more clients meet their current and long term financial goals? Are you a true team player with the ability to leverage your unique skill set in working with bank staff and bank clients through effective financial planning and wealth management services? Are you looking to build deep client relationships while leveraging the leading independent broker dealer tools, technology and resources.
If you'd like to become part of a community bank team through strong internal relationships with branch staff, mortgage lenders and commercial banking partnerships and senior leadership, we may have an opportunity for you!
Now is the time to expand on your value proposition, what and how you offer investment and wealth management solutions, Bankers’ Wealth Management is here to help.
We have a community bank retail investment program opportunity in your area. Leverage and strengthen your client relationships, attract new business, and engage an important source of new client referrals. Your partnership with Bankers' Wealth Management is based on a personalized collaboration that works on two important levels. First, it delivers consistent and meaningful support and dialog at the bank senior management level.
Bankers' Wealth Management works only with banks and bank-based wealth management teams. Our sole focus is to provide resources to support and grow retail investment programs. Our experience and success puts us in a unique position to deliver what you need to build client relationships, support your community bank and ultimately build deep client relationships.
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If you're an existing financial professional looking for opportunities in your market, email BWealthManagement@bankersbank.com