What are the responsibilities and job description for the Process Automation Engineer position at NPAworldwide?
Why 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. This is a very stable organization and supports employees in career development.
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 Trust / Wealth Relationship Manager, you will:
As Wealth Management / Relationship Manager, you will:
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. This is a very stable organization and supports employees in career development.
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 Trust / Wealth 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 professional community, developing relationships, and new investment business
- Represent the bank in the community.
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)