Talent.com
Wealth Management Analyst
Wealth Management AnalystHills Bank • Marion, IA, US
No longer accepting applications
Wealth Management Analyst

Wealth Management Analyst

Hills Bank • Marion, IA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

SCHEDULE: Full-time; Monday – Friday (8:00 am – 5:00 pm). 1-2 Saturdays/year. Average of 40 hours/week.

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 starts at the Wealth Management Analyst role which focuses 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 Support

  • 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, as well as partnering with our vendors on ways to enhance our customers' experience.
  • Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
  • Assist 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 Banks goals.
  • Assist in the creation and updating of 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.

EDUCATION AND SPECIAL REQUIREMENTS:

  • Bachelor's degree (B.A. or B.S.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or one year of banking experience and/or training; or equivalent combination of education and experience.
  • Experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred
  • This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.

EQUAL OPPORTUNITY EMPLOYER



Job Posted by ApplicantPro
Create a job alert for this search

Wealth Management Analyst • Marion, IA, US

Similar jobs

Associate Wealth Advisor

Cedar Rapids Bank & TrustCedar Rapids, IA, United States
Full-time

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 deliv...Show more

 • Promoted

Strategic Business Planning Analyst (Life & Annuities) - Hybrid

TransamericaCedar Rapids, IA, United States
Full-time

Support management to ensure strategic business priorities are identified, prioritized, executed and results measured.Maintain the strategic roadmap and business intake project portfolios.Utilize s...Show more

 • Promoted

Vendor Business Development | Industrial Equipment Finance | Midwest

Altius Search GroupCedar Rapids, IA, United States
Full-time

Vendor Business Development | Industrial Equipment Finance | Midwest.Altius Search Group is recruiting for a Business Development position for one of our clients in the Equipment Finance Industry.O...Show more

 • Promoted

Limited Spots: Earn Up to $3,000 Helping Shape Innovation (Part-Time)

MaxionCedar Rapids, IA, US
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and start earning extra income today! Perfect for anyone seeking remote, part-time, or temporary wo...Show more

 • Promoted

Financial Analyst

University of IowaIowa City, IA, United States
Full-time

The University of Iowa Health Care, Department of Pharmaceutical Care is seeking a 100% Time Financial Analyst to join our team.This position has responsibility for performing complex financial and...Show more

 • Promoted

Corporate Financial Analyst

Centro, Inc.North Liberty, IA, United States
Full-time

Responsible for providing financial analysis, reporting, and general support across all business units, including analysis of monthly financials, continuous improvement projects and capital investm...Show more

 • Promoted

Licensed Marriage and Family Therapist (LMFT)

HeadwayCedar Rapids, IA, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc...Show more

 • Promoted

Billing Transformation Compliance Analyst

SegraCedar Rapids, IA, United States
Full-time

Billing Transformation Compliance Analyst.Segra is searching for a qualified and experienced Billing Transformation Compliance Analyst to join us in a full-time capacity.This work arrangement for t...Show more

 • Promoted

Real Estate Analyst LIHTC Aegon AM

Aegon Asset ManagementCedar Rapids, IA, United States
Full-time

Aegon Asset Management (Aegon AM) is a leading global investor.Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public fund...Show more

 • Promoted

Investment Analyst

Hills Bank and Trust CompanyNorth Liberty, IA, United States
Full-time

This position will be responsible for providing research and technical support to the department and consistently apply the Department's investment strategy across all accounts.The Investment Offic...Show more

 • Promoted

Wealth Management Advisor - Coralville, IA

TIAACoralville, IA, United States
Full-time

Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically gro...Show more

 • Promoted

Licensed Marriage and Family Therapist (Remote)

HeadwayCedar Rapids, Iowa, US
Remote
Full-time

All potential applicants are encouraged to scroll through and read the complete job description before applying.Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist ...Show more

 • Promoted • New!

Program Analyst

US Department of Veterans AffairsIowa City, IA, United States
Permanent

Major duties and responsibilities include:.Performing program cost analyses such as maintaining records of fee basing services.Performing cost benefit and/or economic evaluations of programs and pr...Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Cedar Rapids, IA

JPMorgan ChaseCedar Rapids, IA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Field Appraiser

Johnson CountyIowa City, IA, United States
Full-time

County Assessor - Professional.Under general supervision, performs real estate appraisals on existing, remodeled property or new construction including evaluation of all the components related to t...Show more

 • Promoted

Financial Analyst II

City of Cedar RapidsCedar Rapids, IA, United States
Full-time

The City of Cedar Rapids is seeking a highly skilled and self-driven Financial Analyst II to join our Finance team.This advanced role requires deep expertise in financial analysis, coordinating and...Show more

 • Promoted

Senior Associate

New Day Executive SearchCedar Rapids, IA, United States
Full-time

A rapidly growing wealth advisory firm wants to add a Senior Associate to support their high-net-worth clients.Senior Associate Responsibilities:.As a member of the client service team, support sen...Show more

 • Promoted

Funding Auditor & Vendor Data Management

GreatAmerica Financial ServicesCedar Rapids, IA, United States
Full-time

Funding Auditor & Vendor Data Management Specialist.GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United Stat...Show more