Back to Home Page
Communities Industries Employers JobSeekers Advertisers PJScout Resources Recruiters About
Keywords (e.g. nurse, sales) Category State City Radius
 
Wealth Mgt. Relationship Manager
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Des Moines, IA
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




How to Apply:


 
See all jobs in Des Moines IA
  Share this job
Share |

PJ Scout
Create Free Account

PJ Scout
 
    INDUSTRIES | COMMUNITIES | EMPLOYERS | JOB SEEKERS | CUSTOMER LOGIN
    CONTACT US | ABOUT NATIONJOB | ADVERTISERS | PRIVACY
    Electronic Recruitment since 1988. Copyright 1995-2021 NationJob, Inc. All rights reserved.
JobboardFinder - Search the best job board worldwide