Associate Wealth Advisor

2 weeks ago

Cedar Rapids, United States Frontall USA LLC Full time

Benefits:

401(k)

Dental insurance

Health insurance

About the Job

We are a nationally recognized trust company offering wealth management services, including investments, retirement planning, and estate services, with a strong focus on credit unions. Our mission is to assist clients in reaching their personal, financial, and estate planning objectives.

Our clients trust us to manage over $1.3 billion in assets on their behalf. As part of our ongoing growth efforts, we are looking for individuals who are passionate about their work and eager to contribute to the company’s continued stability and expansion.

We are currently seeking a skilled Associate Wealth Advisor to join our team. In this role, you will provide support to our Wealth Advisors in handling client relationships and ensuring exceptional client service. Your responsibilities will include administrative support, financial planning assistance, participating in client meetings, and engaging in professional development opportunities that will prepare you for a potential future role as a Wealth Advisor.

Do you have strong communication skills, a keen eye for detail, a client-focused approach, and the ability to work both independently and collaboratively? If so, we'd love to hear from you

This position is based in or near Cedar Rapids, Iowa.

Responsibilities:

Assist Wealth Advisors in managing client requests related to investments, IRAs, trusts, estates, and financial planning.

Handle day-to-day administration of client accounts, including processing new client paperwork, conducting annual account reviews, and supporting various projects.

Respond to client inquiries about distributions and other service-related requests in a timely manner.

Prepare IRA/agency paperwork and complete operational templates for client changes.

Participate in client meetings to foster relationships and develop an understanding of the Wealth Advisor role.

Support clients with portal access, troubleshooting, and handling other service requests.

Collaborate with staff on clerical tasks and special projects as needed.

Qualifications:

Associate or bachelor's degree preferred, or equivalent work experience.

2+ years of experience working in a financial institution.

Strong understanding of administrative and operational processes in a professional office setting.

Excellent interpersonal and communication skills, both written and verbal.

High attention to detail and strong critical thinking abilities.

Ability to work independently as well as in a team environment.

Strong sense of integrity, professionalism, and ability to handle confidential information.

All applicants will undergo credit and criminal background checks.

We are an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.

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