The Role
Provide customized financial management and planning services to clients, prepare financial plans and investment performance reports, analyze client data, support trust and fiduciary services, assist with client meetings and business development, collaborate with internal teams and external professionals, and contribute to departmental projects and marketing.
Summary Generated by Built In
Description
TITLE: Associate Wealth Advisor
DEPARTMENT: Wealth Management & Trust
JOB SUMMARY:
The Associate Wealth Advisor is responsible for providing customized, comprehensive financial management services and solutions to clients. This position will engage with clients to seamlessly deliver financial planning, trust, investment and fiduciary services and will also provide support to the wealth management team regarding client needs and performance reports.
ESSENTIAL FUNCTIONS:
- Support and manage the financial planning process for selected clients by using a variety of tools and resources; assist with complex client requests, inquiries and meetings.
- Support the growth of relationships through knowledge of clients and family situations as well as the clients’ overall relationship with the bank.
- Contribute to the growth and development of the department by undertaking special projects as assigned.
- Prepare financial plans, investment performance reports and calculations for client meetings.
- Support the financial planning process for smaller client relationships by using a variety of tools and resources.
- Analyze client data and research benefits and financial opportunities based on individual situations.
- Collaborate with team on development of marketing pieces including mailings, articles, and eblasts. Create timely concepts and work with the team on implementation.
- Participate in business development activities.
- Effectively collaborate with external professionals and partners such as attorney’s and CPAs.
- Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
- Foster and preserve a culture of inclusion.
- Additional duties and responsibilities may be required to support the company’s mission, vision and values.
QUALIFICATIONS:
- Bachelor’s degree in finance, accounting or related field.
- Three years’ experience in financial planning, investment advisory or fiduciary related activities preferred.
- Experience in a trust department and with trust accounting system preferred or two years of banking experience.
- Understanding of investments, Social Security income, insurance, taxation and estate planning principles.
- Excellent verbal, written and interpersonal communication skills. Demonstrated experience in building relationships with clients.
- Capability to utilize various financial planning tools and Microsoft 365 products, with a high level of accuracy and attention to detail.
- Strong math skills with ability to interpret, analyze, and communicate financial information effectively to a wide range of clients and audiences.
- Must be self-motivated, detail oriented and possess a strong work ethic.
WORKING CONDITIONS:
- Duties are performed in a professional office environment.
- Flexibility to work non-standard business hours to meet client needs.
- Occasional travel may be required.
QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Skills Required
- Bachelor's degree in finance, accounting or related field
- Three years' experience in financial planning, investment advisory or fiduciary related activities
- Experience in a trust department and with trust accounting system
- Two years of banking experience
- Understanding of investments, Social Security income, insurance, taxation and estate planning principles
- Excellent verbal, written and interpersonal communication skills and demonstrated client relationship building
- Ability to utilize various financial planning tools and Microsoft 365 products with high accuracy
- Strong math skills with ability to interpret, analyze, and communicate financial information
- Self-motivated, detail oriented and strong work ethic
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The Company
What We Do
Cedar Rapids Bank & Trust is a community-focused financial institution headquartered in Cedar Rapids, Iowa. The bank provides comprehensive full-service commercial and consumer banking, along with trust and asset management services. Serving the needs of Linn and Black Hawk County, the institution is built on relationships and integrity to support its local clients.
