Wealth Management Associate - Client Growth & Planning

Hills Bank; Marion (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Supportive work environment

Job summary

Hills Bank is seeking a Wealth Management Officer in Marion, IA, to deliver exceptional client service in wealth management. The role requires assisting clients in establishing accounts, managing investments, and maintaining client relationships.

A Bachelor's degree in finance or business is required, along with relevant client-facing experience. Join us to help clients grow and protect their wealth while enjoying a competitive benefits package and supportive working environment.

Qualifications

• Bachelor's degree from a four-year college or university in business, finance, or economics.
• Experience with direct client-facing personal banking or wealth management is preferred.
• Strong computer and communication skills are essential.

Responsibilities

• Assist customers with establishing new accounts and funding transactions.
• Solve complex account issues requiring extensive analysis.
• Administer various wealth management accounts, including IRAs.

Skills

Client-facing experience

Financial planning

Communication skills

Investment management

Analytical skills

Education

Bachelor's degree in business, finance, or economics

Tools

Financial planning software

Job description

Hills Bank is seeking a Wealth Management Officer in Marion, IA, to deliver exceptional client service in wealth management. The role requires assisting clients in establishing accounts, managing investments, and maintaining client relationships.

A Bachelor's degree in finance or business is required, along with relevant client-facing experience. Join us to help clients grow and protect their wealth while enjoying a competitive benefits package and supportive working environment.