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Investment Representative/Wealth Advisor
Location:
Marshalltown, IA
Description:
United Bank & Trust is seeking a candidate to fulfill a dual role as an Investment Representative , recommending investment solutions to clients, and as a Wealth Advisor, managing trust account relationships. This individual will office out of United Bank & Trust in Marshalltown, IA, but is a part of a team of trust and investment representatives at our affiliate banks. The team operates under the brand of First Point Wealth Solutions. This candidate must possess the experience and expertise of either the trust or investment role, with the ability and willingness to learn and become licensed or trained in the other role. Major Functions: An Investment Representative is responsible for developing and managing client relationships and helping clients meet their financial goals through planning and investment management. A Wealth Advisor is responsible for building client relationships through portfolio administration of financial management and trust accounts. Investment Representative Cultivate and maintain long-term client relationships by evaluating client's financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Develop and present sound financial solutions to clients. Recommend investment solutions that are suitable for prospects and clients based on client needs, time horizons, risk profile and preferences. Develop a book of business consistent with First Point Wealth Solutions goals for assets under management. Provide periodic client reviews. Maintain compliance with securities laws and regulations. Wealth Advisor Manage existing Financial Management & Trust Services account relationships and build relationships with prospective clients. Meet with new and existing clients to discuss financial goals and objectives to establish a financial plan. Work with the First Point Portfolio Manager to review client investment portfolios and recommend appropriate changes to clients. Review trust accounts annually; including review of income, disbursements, assets, account goals and objectives and proper diversification. Complete annual court reporting, as needed. Review fiduciary income tax returns. Growth and Retention of Financial Management and Investment Accounts Identify key strategies and activities that support profitable growth and retention of Financial Management and Investment accounts. Build and maintain strong relationships with Bank personnel to facilitate referrals. Profile current Bank clients to identify prospects with potential financial needs in the areas of investment and financial management, financial planning, retirement planning and estate planning. Network, develop partnerships with centers of influence, and actively participate in community organizations and activities (often leadership roles) to facilitate referrals. Requirements: Education & Experience Bachelor's degree in finance, accounting, or related field. Series 7 and 66 securities registrations required or acquired within 6 months. Minimum 2 years Business Development or Sales experience preferred. Minimum 5 years of Trust, Investment or related experience preferred. State Life and Health license preferred. Preference given to candidates with CFP or CTFA designation. Knowledge, Skills & Abilities Ability to exhibit our core values of Excellence, Integrity, Ownership and Community. Strong technology skills with the ability to quickly navigate applications, including financial planning software. Knowledge of investment terminology and market conditions. Marketing, networking, and presentation skills. Self-motivated and goal oriented. Well organized, accurate and detail oriented. Excellent leadership skills. Ability to work under pressure and multi-task. Excellent customer service and interpersonal skills. Direct Reports: None
Company:
United Bank & Trust
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Investment Representative/Wealth Advisor
Investment Representative/Wealth Advisor is a Jobs Investment Representative W Job at United Bank & Trust located in Marshalltown IA. Find other listings like Investment Representative/Wealth Advisor by searching Oodle for Jobs Investment Representative W Jobs.
Investment Representative/Wealth Advisor is a Jobs Investment Representative W Job at United Bank & Trust located in Marshalltown IA. Find other listings like Investment Representative/Wealth Advisor by searching Oodle for Jobs Investment Representative W Jobs.