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Job Opportunity at
Posted on Jul 2
+1 (918) 496-9477
Des Moines, IA
Our client, a long established, well respected financial institution, is expanding
presence. They seek a Wealth Advisor for their Private Client Group. This is new position open due to growth. As Wealth Advisor you will attract high net worth (HNW) and ultra high net worth (UHNW) individuals to the wealth division. Future opportunity, depending on your career goals, includes growth to sales manager or transition to a relationship management role.
Rated as one of the top ten places to live in the U.S., Des Moines offers plenty to do with cultural events and festivals, one-of-a-kind shops, local restaurants and an entertainment district.
As Wealth Advisor, you will:
Build a book of high net worth (HNW) and ultra high net worth (UHNW) relationships
Identify ways to deepen existing client relationships
Work with team specialist i.e. fiduciary, investment, credit and insurance specialists to meet clients current and future needs
Network internally in the organization and externally in the community to expand relationships to generate net business.
As Wealth Advisor, you will have:
Experience in trust, estate, and wealth planning
Team leadership experience
Successful wealth management sales experience
Strong interpersonal skills
$150,000 to $200,000 DOE includes incentive on new business
Trust, Wealth Management
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