Wealth Management Associate
SCHEDULE
Full-time: Typical hours are Monday-Friday 8:00am-5:00pm
LOCATION
3204 7th Ave, Marion, IA 52302
BENEFITS
Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE
The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth. The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.
ACCOUNTABILITIES
- Wealth Management and Business Development Support (60%)
- Solve complex account issues that require extensive analysis while moving through different scenarios and systems.
- You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
- Aid customers with establishing new accounts and initiating funding and rollover transactions.
- Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
- Create and update prospect and customer financial plans and investments analyses.
- Utilize software and tools that facilitate financial planning.
- Gather data and create reports that are utilized by the department and its committees.
- Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
- Note and verify significant information as required by Hills Bank policy and procedure.
- Ensure that Hills Bank procedures are followed.
- Maintain confidentiality of customer account information.
- Ensure that Hills Bank procedures are followed.
- Note and verify significant information as required by Hills Bank policy and procedure.
- Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
- Gather data and create reports that are utilized by the department and its committees.
- Utilize software and tools that facilitate financial planning.
- Create and update prospect and customer financial plans and investments analyses.
- Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
- Aid customers with establishing new accounts and initiating funding and rollover transactions.
- You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
- Solve complex account issues that require extensive analysis while moving through different scenarios and systems.