Wealth Management Advisor
Job Opportunity at BancSearch

Posted on Oct 12

http://www.bancsearch.com    +1 (918) 496-9477

Location: Des Moines, IA
Job Type: Full Time
Job ID: W4142041

Our client, a long established, well respected financial institution, is expanding their Wealth Management 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.

Duties:
  • 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.

Qualifications:
  • As Wealth Advisor, you will have:
  • Experience in trust, estate, and wealth planning
  • Team leadership experience
  • Successful wealth management sales experience
  • Strong interpersonal skills
  • Bachelor’s degree required

Compensation:  Base $85,000 to $110,000 DOE plus incentive on new business
 
Keywords:  Trust, Wealth Management




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