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Gulf Coast Bank & Trust Company - Wealth Management Associate
Description SummaryThis is an innovative opportunity to work within both the Trust and the Wealth Management divisions to develop your knowledge while working with established books of business.ResponsibilitiesMeeting with clients to determine their financial objectives, risk tolerance, and asset allocationDelivering advice on products and services, such as investments, insurance coverage and financial planning Seeking opportunities to expand relationships with existing clients through gathering additional assets or referrals to bank partnersMaintaining compliance with all rules and regulations in the financial ind


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