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Summary
About the Role
About You
- Bachelor's degree and a minimum of 7 years' investment-related experience, or a combined minimum of 11 years' higher education and/or work experience including 7 years' investment-related experience.
- Comprehensive industry and investment knowledge.
- Experience reading, analyzing, and interpreting business periodicals and government regulations.
- Proficient personal computer skills with knowledge of investment-related software.
- Strong verbal and written communication skills.
- Experience developing relationships and interacting with internal and external partners.
- Proven experience working effectively within a team environment.
- MBA (Master's degree in Business Administration).
- CFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification.
- Proven experience working with high-net-worth clients and complex client relationships.
Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas. Cadence provides consumers, businesses and corporations with a full range of innovative banking and financial solutions. Services and products include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized lending, asset-based lending, commercial real estate, equipment financing, correspondent banking, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning and retirement plan management. Cadence is committed to a culture of respect, diversity and inclusion in both its workplace and communities. Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #410279 Insurance and Investments products are: Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value. We moderate this page and reserve the right to remove inappropriate or potentially offensive comments or posts.