Wealth Management Officer

Hills Bank • Marion, IA • 5h ago

3204 7th Avenue, Marion, IA, USA | Full-Time

SCHEDULE: Full-time ; Exempt Status

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:

This position will be responsible for retention and development of existing and new business opportunities, administration and retention of wealth management business with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is providing retirement and financial planning for customers, with the expectation of supporting other Trust and Wealth Management Officers with retirement and financial planning for their customers.

ACCOUNTABILITIES:

Account Administration: (35%)

Ensure positive onboarding experience for customers and Trust and Wealth Management co-workers.

Administer various wealth management accounts including all @types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.

Work with investment team to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.

Perform required annual account and investment reviews for each assigned account.

Ensure that transactions in accounts under their direct administration are given proper tax codes, and have a general knowledge of tax rules.

Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.

Maintain a book of business with a minimum direct annual revenue attribution of $100,000.

Business Development: (60%)

Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business and referral opportunities.

Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business opportunities. Participate in training bank wide staff on how referrals can be made.

Participate in the Bank's business development activities. Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.

Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. Develop joint marketing relationships and strategies with other areas of the Bank.

Establish and promote personal and department reputation for exemplary customer service and sound investment strategy and results.

Contribute to the annual department sales goals by achieving or exceeding a personal sales goal set by department management.

Departmental Improvement: (5%)

Seek ways to improve departmental efficiencies in a proactive and constructive manner.

Serve as a peer mentor.

Stay current on pertinent market and regulatory developments and identify current and potential markets. Develop and implement plans and programs to respond to those developments and target desired trust and wealth management markets.

Enhance and maintain department's reputation as an area leader in Wealth Management Administration.

EDUCATION AND SPECIAL REQUIREMENTS:

BA or BS degree required

Advanced degree or professional designation(s) such as Certified Financial Planner (CFP®), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA) or other related credentials are preferred but not required.

One to four years of experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred.

Must sign a non-compete.

EQUAL OPPORTUNITY EMPLOYER

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