Wealth Advisor Associate – Client Relationships

RCB Bank; Hutchinson (KS); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical Plan

Prescription Drug Plan

Teladoc

Dental Plan

Vision Plan

Flexible Spending Accounts

Life Insurance

Disability Plans

Life Assistance Plan (EAP)

401(k)

ESOP

Job summary

RCB Bank in Hutchinson, KS seeks an intermediate-level relationship manager in the Trust & Wealth Management department to administer and retain a portfolio of client relationships. This apprentice advisor will handle smaller accounts including investment management and IRA relationships while developing skills for advancement.

The role emphasizes fiduciary service, client satisfaction, and strong retention, with opportunities to support senior advisors and engage in business development as

Qualifications

• What you must have: High school diploma or GED.
• Minimum three (3) years of customer service experience.
• Previous investment experience.
• A commitment to ongoing learning and professional development within the wealth management industry.

Responsibilities

• Manage a portfolio of client relationships, ensuring alignment with risk tolerance and objectives.
• Serve as primary contact delivering high-quality client experience and fostering long-term relationships.
• Administer investment management, IRA, endowment, and custody accounts in fiduciary-compliant manner.
• Conduct regular client outreach via phone, email, and in-person meetings to address needs.
• Complete periodic account reviews and ensure documentation is accurate.
• Monitor client satisfaction, resolve concerns, and identify referrals.
• Partner with internal teams to support client needs and business development.
• Represent the bank in the community through networking and community involvement.

Skills

Investment principles

Relationship management

Interpersonal skills

Communication with clients

Organizational skills

Education

High school diploma or GED

Bachelor's degree in finance

Job description

RCB Bank in Hutchinson, KS seeks an intermediate-level relationship manager in the Trust & Wealth Management department to administer and retain a portfolio of client relationships. This apprentice advisor will handle smaller accounts including investment management and IRA relationships while developing skills for advancement.

The role emphasizes fiduciary service, client satisfaction, and strong retention, with opportunities to support senior advisors and engage in business development as