Wealth Management Advisor
6 days ago
At First Citizens Bank, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. As a key member of our Wealth Management department, you will be responsible for providing exceptional client service and managing a book of Wealth Advisory account relationships.
Key Responsibilities:- Provide guidance and expertise to clients in meeting their financial needs and developing a plan to meet their financial planning goals.
- Manage client portfolios in coordination with the Investment team to ensure conformity with client risk tolerance and goals.
- Authorize account investments and disbursements, and initiate regular client communications.
- Responsible for overall management of the client relationship for accounts developed or assigned.
- Coordinate client communications and work closely with Department employees on administrative, operational, investment, and insurance issues.
- Bachelor's degree in business or finance, or equivalent experience.
- Five years of related experience preferred.
- Excellent written and oral communication skills.
- Basic understanding of accounting principles, financial planning concepts, and investments.
- Experience in advanced use of Microsoft Outlook, Word, and Excel.
At First Citizens Bank, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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Private Wealth Associate
3 weeks ago
Iowa City, Iowa, United States MidWestOne Full timeAbout the RoleAt MidWestOne, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Private Wealth Associate, you'll play a vital role in supporting our sales and service teams in Private Wealth, including Private Banking, Wealth Advisors, Private Wealth Advisors, and Portfolio...
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Financial Solutions Advisor
4 weeks ago
Iowa City, Iowa, United States Bank of America Full timeJob Description:This role is responsible for working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their objectives.Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a...
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Financial Solutions Advisor
4 weeks ago
Iowa City, Iowa, United States Bank of America Full timeJob Description:This role is responsible for working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.Key responsibilities include leveraging technology to achieve business growth goals,...
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Caregiver Opportunity
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Mason City, Iowa, United States CareLinx by Sharecare Full timeAbout CareLinx by SharecareCareLinx by Sharecare is a leading nationwide network of tech-enabled caregivers and licensed nurses, providing on-demand in-home care and staffing services.Our MissionWe connect compassionate caregivers with families in need and help make high-quality care more accessible.Job SummaryWe are seeking experienced caregivers to deliver...
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Insurance Risk Manager
3 weeks ago
Sioux City, Iowa, United States HUB International Full timeAbout HUB InternationalHUB International Limited is a leading global insurance broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.Our TeamWe have over 19,000 dedicated professionals working together to deliver exceptional results for our clients....
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Business Development Manager
2 weeks ago
Sioux City, Iowa, United States HUB International Full timeUnlock Your Potential with HUB InternationalHUB International Limited is a leading global insurance and employee benefits broker, offering a diverse range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.About the RoleWe are seeking an experienced Account Executive to join our...
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Business Development Manager
2 weeks ago
Sioux City, Iowa, United States HUB International Full timeUnlock Your Potential with HUB InternationalHUB International Limited is a leading global insurance and employee benefits broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services.About the RoleWe are seeking an experienced and skilled...
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Insurance Account Manager
22 hours ago
Charles City, Iowa, United States First MainStreet Insurance, L.C. Full timeAccount Manager Job DescriptionAt First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, providing them with exceptional service, and ensuring their satisfaction.Key Responsibilities:Develop and nurture...
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Account Manager
2 weeks ago
Charles City, Iowa, United States First MainStreet Insurance, L.C. Full timeJob Title: Account ManagerAt First MainStreet Insurance, L.C., we are seeking a highly skilled and experienced Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, providing them with exceptional service, and ensuring their satisfaction with our insurance products.Key...
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Account Manager
2 weeks ago
Charles City, Iowa, United States First Mainstreet Insurance L.c. Full timeJob Title: Account ManagerJob Summary:We are seeking a highly skilled and experienced Account Manager to join our team at First Mainstreet Insurance L.c. The successful candidate will be responsible for maintaining strong relationships with our valued clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Develop...
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Insurance Account Manager
3 weeks ago
Charles City, Iowa, United States First MainStreet Insurance, L.C. Full timeAccount Manager Job DescriptionAt First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, providing exceptional service, and driving business growth.Key Responsibilities:Develop and nurture relationships...
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Insurance Account Manager
3 weeks ago
Charles City, Iowa, United States First MainStreet Insurance, L.C. Full timeAccount Manager Job DescriptionAt First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, providing exceptional service, and ensuring their satisfaction.Key Responsibilities:Develop and nurture relationships...
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Insurance Account Manager
3 weeks ago
Charles City, Iowa, United States First MainStreet Insurance, L.C. Full timeAccount Manager Job DescriptionAt First MainStreet Insurance, L.C., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for building and maintaining strong relationships with our valued clients, providing them with exceptional service and ensuring their satisfaction.Key Responsibilities:Develop and...
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Vice President Relationship Manager
3 weeks ago
Iowa City, Iowa, United States Athene Holding Ltd Full timeAbout the RoleAthene is seeking a seasoned Vice President, Relationship Manager to join our team. As a key member of our organization, you will be responsible for maintaining and building our presence in the Independent Marketing Organization (IMO) Channel.Key ResponsibilitiesDevelop and lead wholesaling efforts with our clients in partnership with the...
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Insurance Account Manager
2 weeks ago
Charles City, Iowa, United States First Mainstreet Insurance L.c. Full timeAccount Manager Job DescriptionAt First Mainstreet Insurance L.c., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for maintaining strong relationships with our valued clients, providing them with exceptional service, and ensuring their satisfaction.Key Responsibilities:Develop and nurture...
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Insurance Account Manager
3 weeks ago
Sioux City, Iowa, United States HUB International Full timeJob Title: Insurance Account ManagerHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a reputation for delivering...
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Insurance Account Manager
3 weeks ago
Sioux City, Iowa, United States HUB International Full timeJob Title: Insurance Account ManagerHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.As an Insurance Account Manager at HUB International, you will play a key role in...
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Insurance Account Manager
2 weeks ago
Sioux City, Iowa, United States HUB International Full timeJob Title: Insurance Account ManagerHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 offices throughout North America, HUB has grown...
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Insurance Account Manager
4 weeks ago
Sioux City, Iowa, United States HUB International Full timeJob Title: Insurance Account ManagerHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a reputation for delivering...
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Insurance Account Manager
3 weeks ago
Sioux City, Iowa, United States HUB International Full timeJob Title: Insurance Account ManagerHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a reputation for delivering...