Wealth Management Professional

3 weeks ago


Muscatine, United States Weitz and Luxenberg PC Full time
Job Summary: We are seeking a highly skilled Wealth Advisor to join our team at Weitz and Luxenberg PC. As a key member of our financial services team, you will be responsible for providing expert advice to customers on personal investment products, including mutual funds, insurance, and annuity products. Your primary goal will be to satisfy customer needs and generate fee income for the bank.

Key Responsibilities:
  • Provide personalized advice to customers on investment product purchases, taking into account current market trends and recommending suitable investment strategies.
  • Determine specific customer needs and ensure that appropriate market transactions are executed.
  • Maintain a high level of profitable sales and stay up-to-date with market trends, issues, and customer needs.
  • Develop and maintain relationships with customers to promote the sale of personal investment products.
  • Comply with regulatory requirements and maintain up-to-date knowledge of changing regulations.
  • Cross-sell bank products and build relationships with personal bankers.
  • Maintain appropriate licensing and adhere to the organization's vision, mission, and values.
Requirements:
  • Bachelor's degree from a four-year college or university and three years of related experience required.
  • Series 7 and 65 securities license (or equivalent) and life/health insurance licenses required.
  • Strong oral, written, and interpersonal communication skills, with the ability to deal with complex problems and excellent organizational and time management skills.
We Offer: A competitive salary and an excellent benefits package. If you are a motivated and experienced professional looking to join a dynamic and growing banking organization, we encourage you to apply. We are an equal opportunity employer and welcome applications from diverse candidates.
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