Wealth Management Specialist jobs in Iowa

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)

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Wealth Management Relations Specialist
  • Security National Bank
  • Sioux, IA FULL_TIME
  • Are you looking for a position with a company where you can make a difference?

    At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB.

    We are searching for an individual who embodies our SNB brand and values to provide superior people-focused service, and maintain the office culture. As a first point of contact in the department, this individual must offer a high level of professionalism and integrity. as the hub of the Wealth Management department, providing administrative support that drives Wealth Management to functional excellence.

    Service Matters. We stand for excellent service and truly care about doing what’s right. Our ideal candidate is a detail-oriented individual with exceptional organizational skills, who thrives in a fast-paced environment. If you love interacting with clients, and have a knack for keeping things running smoothly, we want to hear from you!


    JOB DESCRIPTION:

    • Serve as the first point of contact to employees and visitors of the department. Maintain a professional atmosphere in the reception area.
    • Provide courteous and polite customer service through greeting customers and answering department phones.
    • Assist customers with general questions and direct inquires to the appropriate WM team member.
    • Analyze incoming correspondence to determine their significance and distribute accordingly.
    • Preparation and maintenance of all conference rooms before and after meetings, seminar, and teleconferences.
    • Prepare communications and provide clerical assistance to Wealth Management Division as needed.
    • Payment of general department invoices.
    • Special projects as assigned.

    EDUCATION AND EXPERIENCE:

    • High school diploma or equivalent
    • 3 years professional office experience
    • Multiline phone system experience preferred
    • Accuracy and meticulous attention to detail required
    • Excellent oral, written, and interpersonal communication skills
    • Ability to navigate multiple computer systems and programs with working knowledge of Microsoft Office
    • Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
    • Team-oriented and the ability to work collaboratively across all levels of the organization
    • Service-oriented, polite, and respectful
    • Advanced problem-solving and analytical skills
    • Ability to take direction and instruction and follow through independently until project completion

    HOURS:

    Regular business hours, Monday through Friday.


    BENEFITS:

    We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.


    ABOUT SECURITY NATIONAL BANK:

    Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

    Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.


    LEARN MORE:

    https://www.snbonline.com/about/employment-opportunities


    LOCATION:

    Sioux City, IA

    Main Bank

    Experience

    Preferred
    • 3 year(s): Multiline phone system experience
    • 3 year(s): Professional office experience

    Education

    Preferred
    • High School or better

    Skills

    Preferred
    • Wealth Management
    • Telephone
    • Teamwork
    • Problem Solving
    • Self-motivated
    • Microsoft Office
    • Honesty
    • Finance
    • Filing
    • Customer Service
    • Computer
    • Communication
    • Banking
    • Analytical
    • Balancing
    • Auditing
    • Administrative
    • Accuracy

    Behaviors

    Preferred
    • Thought Provoking: Capable of making others think deeply on a subject
    • Team Player: Works well as a member of a group
    • Loyal: Shows firm and constant support to a cause
    • Enthusiastic: Shows intense and eager enjoyment and interest
    • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
    • Dedicated: Devoted to a task or purpose with loyalty or integrity

    Motivations

    Preferred
    • Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
    • Self-Starter: Inspired to perform without outside help
    • Job Security: Inspired to perform well by the knowledge that your job is safe
    • Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
    • Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
    • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 4 Days Ago

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Wealth Management Relations Specialist
  • SNB
  • Sioux, IA FULL_TIME
  • Are you looking for a position with a company where you can make a difference? At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the word...
  • 4 Days Ago

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Wealth Management Project & Audit Specialist
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
  • 23 Days Ago

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Wealth Management Project & Audit Specialist
  • BANKERSTRUST
  • Des Moines, IA FULL_TIME
  • Job Brief Ensures the integrity and compliance of our Wealth Management business operations. This position will be collecting supporting documentation for both internal and external audits, facilitati...
  • 23 Days Ago

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Tax Preparer
  • Expedition Wealth Management
  • Des Moines, IA FULL_TIME
  • Tax Preparer • Expedition Tax & Accounting Services • West Des Moines, Iowa Expedition Tax & Accounting Services is a well-established public accounting firm located in West Des Moines, IA with over 8...
  • 20 Days Ago

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Receptionist
  • Expedition Wealth Management
  • Des Moines, IA FULL_TIME
  • Expedition Wealth Management is a financial services team in West Des Moines, IA that focuses on safety and simplicity for our clients. We are growing quickly and looking for great people to add to ou...
  • 21 Days Ago

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Financial Professional - Houston
  • New York Life Insurance Company
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Prevail Strategies
  • Leawood, KS
  • Prevail Strategies is Hiring: Financial Advisor Opportunity! Are you dissatisfied with corporate America? Ready to be re...
  • 3/28/2024 12:00:00 AM

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Lead Data Scientist
  • Nucleix Ltd.
  • San Diego, CA
  • About Nucleix: Nucleix is a leader in the field of next-generation sequencing and its application in medical diagnostics...
  • 3/28/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • New York, NY
  • Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York ...
  • 3/28/2024 12:00:00 AM

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Senior Wealth Managment Specialist
  • Carnegie Investment Counsel
  • Indianapolis, IN
  • Sr. Wealth Management Specialist Job Description We are currently seeking qualified candidates to join Carnegie Investme...
  • 3/26/2024 12:00:00 AM

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Investment Advisor
  • AscendHire
  • Bridgewater, NJ
  • Investment Advisor Bridgewater, NJ Our client is a privately held investment firm that sets the gold standard for client...
  • 3/25/2024 12:00:00 AM

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Advisor Mastery Program, Foundations (Charlotte, NC) June 2024
  • Raymond James Financial Incorporated
  • Charlotte, NC
  • Job Summary The AMP Foundations is a development program designed to create a pipeline for associates interested in begi...
  • 3/24/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$71,160 to $113,675

Wealth Management Specialist in Racine, WI
We look forward to having a behavioral finance specialist on our team to help not only people encountering sudden wealth events, but any of our clients who sometimes have a hard time separating their emotions from their finances.
January 12, 2020
Wealth Management Specialist in Washington, DC
Surevest specializes in servicing high net worth individuals through their concierge approach to wealth management adding value beyond mass market financial solutions.
February 27, 2020
Wealth Management Specialist in Charleston, SC
Discussing the “The Pace of Change is Increasing” slide among management consultants, the common view is that today’s managers have more change drivers coming at them and with greater pace than any recent generation of leadership.
December 10, 2019
In fact, a lot of the possessions that people see as equating to wealth are the opposite of wealth-builders – they depreciate and they’re based on debt and liability rather than being assets.”.
December 25, 2019