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)
First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. This position requires a sound knowledge of established procedures, methods and practices. The Wealth Management Operations Analyst will ensure adherence to policies, procedures, objectives, and practices and applicable laws.
Key Responsibilities:
Qualifications:
First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ.
We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package:
If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at TalentAcquisition@FIBT.com.
Equal Opportunity Employer
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0 Wealth Management Specialist jobs found in Grand Forks, ND area