Job Details

Private Client Wealth Advisor

Company name

Bankers Trust

Organization Type

In-House

Job Type

Non-practicing Attorney

Date Last Verified

Mar 16,2019

Valid Through

Jun 29,2019

Posted on

Mar 07,2019

Years of Experience

3-5 yrs required

Location

Cedar Rapids, IA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
Apply for this job
 
Your Email:
Upload Resume:

  
6 hits

Profile

Private Client Wealth Advisor
The candidate will focus on expansion of client base through networking with internal and external referral sources deploying and advisory based sales model focused on building relationships. Daily provides oversight and decision making of trust administration. Proactively meets with assigned clients and families to: Review changes to their personal situation(s) and their needs. Review investment performance and strategy of their portfolio(s). Discuss anticipated future needs. Review the services we provide m to ensure we are meeting their expectations. Serves as a consultant to clients offering them advice so they can make the best decisions for themselves and their families. Daily anticipation of client needs and timely response to customer inquiries. Daily completion of special projects as necessary to expand business and build client base. Four year college degree is essential. Must have 3-5 years of experience in Private Client Services or related financial services field preferred or equivalent combination of education and experience. Advanced degree or certification such as JD, CFP or CPA preferred.

Company info

Hiring Coordinator
Bankers Trust
453 7th Street
Des Moines, IA 50309