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© All Rights Reserved. ApplyBlast.com
CBI Bank & Trust
The Financial Planner serves as a trusted advisor to individuals, families, retirees, business owners, and trust clients by providing comprehensive financial planning, wealth management guidance, and relationship management services. This position works closely with clients to identify financial goals, analyze needs, and develop planning strategies tailored to their personal circumstances. The advisor recommends investment solutions utilizing the trust company's approved investment platforms and portfolio models and collaborates with Trust Officers and Investment Professionals to ensure client objectives are met.
Find the banking, lending and wealth management services you need near you in Eastern Iowa, West/Central Illinois, Quad Cities, and Stateline Wisconsin.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CBI Bank & Trust.
CBI Bank & Trust didn’t post a salary, so this is our estimate from similar listings.