Wealth Mgt. Relationship Manager - Des Moines, Iowa United States - 39893

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JOB DESCRIPTION

Job #: 39893
Title: Wealth Mgt. Relationship Manager
Job Location: Des Moines, Iowa - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Incentive on New Business and Bonus
Employer Will Recruit From: Local
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


This position is with an independent, multi-state, multi-billion asset financial institution with a strong community commitment. Our client seeks a Wealth Advisor and Relationship Manager to inherit a book of clients and grow the book by expanding existing relationships and bringing in new relationships. The Wealth Management / Relationship Manager position is in Des Moines IA, the capital of Iowa. It boasts a population of 214,000 and is part of a 699,000 metropolitan area. It is the cultural center of the state and offers higher education and major league sports.

JOB DESCRIPTION

Duties: As Wealth Management / Relationship Manager, you will:
• Work with clients to develop a financial plan and determine their best investment strategy.
• Develop new business within an inherited group of investment relationships
• Be a part of the community, developing relationships, and new investment business

QUALIFICATIONS

As Wealth Management / Relationship Manager, you will:
• Have a minimum of 10 years experience working with investments
• Have experience in wealth management working with high net worth individuals
• Have an understanding of investment accounts and trusts, both revocable/irrevocable
• Be a self-starter
• Have sales experience; the ability to develop new clients and to ask for business
• Bachelors degree required
• CFP, CTFA, CPA, or JD a plus (not required)

Education:
University - Bachelor's Degree/3-4 Year Degree