Wealth Management Financial Planner & Advisor

CBI Bank & Trust; Pleasant Valley Township (IA); On-site; USD 85,000 - 130,000; Full time

Job summary

CBI Bank & Trust is seeking a Financial Planner who will act as a trusted advisor to individuals, families, retirees, and business owners, delivering comprehensive financial planning and wealth management guidance.

You will identify client goals, analyze needs, and develop tailored strategies, collaborating with Trust Officers and Investment Professionals to meet objectives and grow the bank's Wealth Management group.

Qualifications

• Three to seven years of experience in financial planning, wealth management, banking, and related advisory services.
• Experience working with affluent clients and community banks preferred.
• Professional designations are a plus but not required.
• Strong communication and interpersonal skills.

Responsibilities

• Develop and deliver comprehensive financial planning recommendations.
• Assist clients with retirement, estate planning, wealth transfer strategies, education funding, insurance analysis, and cash flow planning.
• Build and manage long-term client relationships with regular reviews.
• Identify new wealth management opportunities and generate referrals.
• Collaborate with Trust Officers and Investment Professionals to implement plans.
• Coordinate with attorneys and CPAs when appropriate.

Skills

Financial planning

Wealth management

Relationship management

Business development

Client advisory

Education

Finance

Business Administration

Economics

Accounting

Related field

Job description

CBI Bank & Trust is seeking a Financial Planner who will act as a trusted advisor to individuals, families, retirees, and business owners, delivering comprehensive financial planning and wealth management guidance.

You will identify client goals, analyze needs, and develop tailored strategies, collaborating with Trust Officers and Investment Professionals to meet objectives and grow the bank's Wealth Management group.