Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Wealth Management Officer | Cheyenne Office
DESCRIPTION: Hilltop Bank’s Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.
PRIMARY DUTIES/ RESPONSIBILITIES:
REQUIREMENTS:
No recruiters, please.
To apply for this position, send confidential resume and letter of interest to: hrdirector@hilltop.bankor mail to HR Director P.O. Box 50566 Casper, WY 82605
All qualified applicants will receive consideration for employment without regards to race, color, religion, gender, or national origin. We are an equal opportunity employer of individuals with disabilities and protected veterans.
Job Type: Full-time
Benefits:
Schedule:
Education:
Work Location: In person
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