KBK Wealth Management, a leader in the independent wealth management industry is looking to add to our team of successful Financial Advisors.
Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations.
With offices nationwide, qualified candidates may interview for an entry level trainee program leading to a position as a liscensed registered reprensentative with future management opportunties.
As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financial goals.
Our industry-recognized Financial Services Associate Training Program helps you develop your skills and knowledge in a variety of ways
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
The Relationship Manager will be expected to meet with clients periodically and develop expertise on the plan documents and various administrative documents that define the client relationshi
Partner with the Senior Financial Advisors and Lead Financial Advisor on your team to analyze and assess client needs to help define their investment strategies
Fully commissioned individual who sells and markets financial instruments to the investment customers as well as providing the public with financial counseling, while adhering to highly professional and ethical standards as set forth by Citi Personal Wealth Management as well as other regulatory entities
This position will directly manage the project managers, designers, business analysts, application developers, qa analysts and production support staff