Retirement & Wealth Planning Advisor

Hills Bank and Trust Company; Iowa City (IA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Hills Bank and Trust Company in Iowa City is seeking a full-time wealth management advisor responsible for client onboarding, account administration, and business development. Candidates should possess a BA or BS degree and preferably have relevant financial planning certifications. The position involves sustaining client relationships, cross-selling banking services, and achieving sales goals. Join us to enhance your career and enjoy a comprehensive benefits package.

Qualifications

• BA or BS degree required.
• Experienced in client-facing personal banking or financial planning preferred.
• Must have knowledge of investment strategies and tax rules.

Responsibilities

• Manage wealth management accounts focused on financial planning.
• Develop relationships for business opportunities.
• Contribute to departmental sales goals.

Skills

Client Relationship Management

Financial Planning

Business Development

Wealth Management

Education

BA or BS degree

Certified Financial Planner (CFP) or related credentials

Job description

Hills Bank and Trust Company in Iowa City is seeking a full-time wealth management advisor responsible for client onboarding, account administration, and business development. Candidates should possess a BA or BS degree and preferably have relevant financial planning certifications. The position involves sustaining client relationships, cross-selling banking services, and achieving sales goals. Join us to enhance your career and enjoy a comprehensive benefits package.