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Wealth Management Officer/Financial Advisor

2 months ago

Burlington, Iowa, United States Two Rivers Police Department Full time
About Two Rivers Financial Group

Two Rivers Financial Group is a leading provider of financial solutions, offering a comprehensive range of banking and wealth management services to individuals and businesses across Iowa. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial guidance to help our clients achieve their financial goals.

Job Summary

We are seeking a highly motivated and skilled Wealth Management Officer/Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing financial guidance and services to our clients, including investment advice, financial planning, and portfolio management.

Key Responsibilities
  • Proactively seek out and interact with new and existing clients to provide financial guidance and services and to enhance revenue growth.
  • Conduct financial analysis and assessments to understand clients' financial goals and needs.
  • Create tailored investment strategies for clients, identifying objectives and constraints, including regulatory issues, liquidity needs, and tax implications.
  • Educate clients on financial planning strategies and investment options.
  • Monitor and review clients' financial situations regularly to ensure alignment with their goals.
  • Build and maintain relationships prior to and after client retirement to ensure trusted financial partner relationship exists for all financial planning needs.
  • Identify value-added products and services for clients and develop additional business through referrals and cross-sales.
  • Perform investment research and stay informed of current and future developments in financial markets to ensure accurate and up-to-date financial guidance is provided to clients.
  • Actively engage in community events and utilize centers of influence to maximize networking opportunities and to positively represent the Two Rivers brand.
Requirements
  • Bachelor's degree or equivalent work experience.
  • 2 years brokerage or financial services industry experience.
  • Valid and active FINRA Series 7 & Series 66 licenses - preferred (or attained within 6 months).
  • Valid State Health & Life Insurance licenses or attained within 60 days.
Preferred Qualifications
  • Experience with computer operating systems (Windows).
  • MS Office software experience preferred. Experience with bank or financial analysis software preferred.
  • Well organized, self-directed, team-player.
  • Excellent verbal and written communication skills.
  • Excellent relationship-building skills and strong, well-developed interpersonal skills in order to maximize business contacts and develop a working relationship with existing and potential customers.
  • A high level of analytical skills to conduct financial analysis with consideration to client financial goals, risk tolerance, market trends, economic conditions, and other pertinent factors.
  • Proven prospecting success building a client base.
  • Strong organization skills and effective time management.
Work Environment

This is an in-office position, and same-day travel may be required. We offer a competitive salary and commission structure, as well as opportunities for professional growth and development.

Equal Opportunity Employer

Two Rivers Financial Group is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.