Wealth Management Professional

6 days ago


North Liberty, Iowa, United States GreenState Credit Union Full time
Wealth Management Internship Opportunity

**About GreenState Credit Union**

GreenState Credit Union is a dynamic financial institution dedicated to creating lasting value for its members and the community. Our mission is to empower our employees, members, and communities to achieve their goals through innovative financial solutions and exceptional service.

**Job Overview**

The Wealth Management Intern will be an integral part of our team, supporting various projects and initiatives to drive business growth and member satisfaction. As an intern, you will gain valuable hands-on experience in wealth management, develop essential skills, and build a strong network within the industry.

**Key Responsibilities**

  1. Support Financial Advisors, Trust Officers, and Administrative Associates in daily operations, including attending meetings, maintaining call calendars, communicating with members, reviewing accounts, and assisting with projects.
  2. Contribute to the development and implementation of marketing strategies, including social media engagement, email campaigns, and event planning.
  3. Assist in data analysis, market research, and market trends to inform business decisions and drive growth.
  4. Collaborate with cross-functional teams to identify opportunities, streamline processes, and enhance member experience.


**Requirements**

  1. Pursuing an undergraduate degree in a relevant field (e.g., finance, business, economics) and entering junior or senior year.
  2. Excellent communication, analytical, and problem-solving skills, with the ability to work effectively in a fast-paced environment.
  3. Demonstrated enthusiasm for learning, adaptability, and a willingness to take on new challenges.
  4. Proficiency in Microsoft Office, Google Suite, or other productivity software.
  5. Able to maintain confidentiality, handle sensitive information, and adhere to credit union policies and procedures.


**Compensation and Benefits**

This is a paid 12-week internship, offering a competitive hourly wage of $15.00/hour. The internship program runs from May 27th to August 15th, with a non-traditional workweek that includes evening and weekend hours. Estimated Annual Salary: $31,200.

We are an equal opportunity employer committed to diversity and inclusion.

  • North Liberty, Iowa, United States Hills Bank Full time

    About the RoleThis position is responsible for administering various wealth management accounts, including estates, trusts, and IRAs. The Trust Officer will work closely with investment officers to invest client accounts in model portfolios and ensure that transactions are properly coded and reported to clients.The ideal candidate will have a strong...

  • Trust Officer

    3 days ago


    West Liberty, Iowa, United States SOUTH OTTUMWA SAVINGS BANK Full time

    South Ottumwa Savings Bank is a reputable financial institution seeking an experienced Trust Officer to join their team. As a Trust Officer, you will be responsible for providing expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust document, supporting the operations of the Trust Department, and...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    Job DescriptionThe Financial Services Assistant will provide direct support to the Wealth Management team, focusing on various areas such as attending meetings, supporting financial advisors, and maintaining the call calendar. This role requires excellent communication skills, both written and oral, as well as the ability to work with minimal direction and...

  • ALM Risk Manager

    6 days ago


    North Liberty, Iowa, United States GreenState Credit Union Full time

    About GreenState Credit UnionAt GreenState Credit Union, we strive to create lasting value for those we serve. We achieve this by investing in our employees, members, and communities.Job OverviewThis position is a critical part of our Asset Liability Management (ALM) team, working closely with the ALM Manager and Treasury Vice President to support our...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    At GreenState Credit Union, we are committed to creating lasting value for our members and communities.Position OverviewWe are seeking a highly skilled ALM Financial Risk Manager to join our team. As a key member of our Asset Liability Management (ALM) function, you will play a critical role in monitoring and managing interest rate and liquidity risk.Key...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    Job SummaryWe are seeking a highly skilled Asset Liability Management Financial Analyst to join our team at GreenState Credit Union. In this role, you will be responsible for performing complex Asset Liability Management (ALM) functions, monitoring and reporting on interest rate and liquidity risk, conducting financial and analytical 'what if' scenarios, and...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    GreenState Credit Union: A Leader in Payment ProcessingWe are seeking a highly skilled Financial Services Operations Management Lead to oversee the daily operations of our payment processing department. As a key member of our team, you will be responsible for leading a team of payment processors and specialists.In this role, you will maintain advanced...


  • North Liberty, Iowa, United States Anytime Fitness Full time

    Head Coach OpportunityAnytime Fitness is seeking a skilled and motivated Head Coach to lead our Personal Training Department in North Liberty. As a key member of our team, you will be responsible for providing exceptional customer service, mentoring training staff, and driving sales growth. Key Responsibilities:Manage the Personal Training Department and...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    Job DescriptionA highly skilled technology professional is sought after by GreenState Credit Union to lead the implementation, programming, system maintenance, and training for business systems and technology solutions across multiple business units. The ideal candidate will have a strong background in IT and excellent communication skills to collaborate...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    Job Summary\rA senior leadership position is available at GreenState Credit Union for a Payment Operations Supervisor. The ideal candidate will have extensive experience in payment operations, including leadership roles, and possess advanced knowledge of various payment topics such as ACH origination, wire transfers, and remote capture.The Payments...


  • North Liberty, Iowa, United States GPAC Full time

    Automotive Repair Expert - Competitive SalaryWe are seeking a highly skilled and experienced Automotive Master Technician to join our team in the United States.About Us:Our organization is dedicated to delivering top-notch automotive services. We take pride in our work and strive for excellence in every aspect of our business.Job Overview:This is an...


  • North Liberty, Iowa, United States University of Iowa Community Credit Union Full time

    **Company Overview:**At GreenState Credit Union, we strive to create lasting value for those we serve. Our mission is to empower our employees, members, and communities through immersive learning experiences that drive growth and development.**Salary Range:** $90,593 - $121,250 per year, with a progressive benefit package designed to support your overall...


  • North Liberty, Iowa, United States Aerotek Full time

    About the RoleWe are seeking a highly skilled and experienced Warehouse Operator to join our team at Aerotek in North Liberty, IA. As a key member of our operations team, you will be responsible for ensuring the efficient receipt, storage, and dispatch of goods.The ideal candidate will have a strong background in warehouse operations, excellent communication...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    About GreenState Credit UnionWe exist to create lasting value for those we serve by putting immense value into our employees, members, and communities. We empower our employees to create endless opportunities that will impact the lives of our members and enhance the vitality of our communities.Salary Range$90,593.36 - $121,250.74 with a progressive benefit...


  • North Liberty, Iowa, United States Spotix Inc Full time

    Spotix Inc is a leader in premium fire-featured products, passionate about bringing warmth and enjoyment to homes and outdoor spaces.The full-time role of Product Data Specialist offers a balanced mix of in-office and remote opportunities. After successfully completing training, you'll be at the heart of managing and optimizing product listings for our...


  • North Liberty, Iowa, United States Hills Bank Full time

    Job Overview:Hills Bank is a dynamic financial institution committed to delivering exceptional customer service and personalized banking solutions.We are seeking a highly motivated and detail-oriented Bank Service Representative to join our team.The ideal candidate will possess excellent communication skills, a strong work ethic, and the ability to provide...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    Company OverviewAt GreenState Credit Union, we strive to create lasting value for those we serve. As a leading financial institution, we empower our employees to drive endless opportunities, impacting the lives of our members and enhancing community vitality.SalaryThe estimated salary range for this position is $103,793.30 - $138,917.48, accompanied by a...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    About GreenState Credit UnionGreenState Credit Union is a financial institution dedicated to creating lasting value for its members and communities. Our mission is to empower employees to create endless opportunities that impact the lives of our members and enhance community vitality.Role OverviewWe are seeking an experienced Chief Financial Modeling...


  • North Liberty, Iowa, United States GreenState Credit Union Full time

    About the RoleWe are seeking a highly skilled Legislative Assistant to join our team at GreenState Credit Union. As a key member of our legal department, you will play a vital role in providing expert support to our Attorney team.Key ResponsibilitiesCollaborate with Attorneys to deliver high-quality legal and administrative services.Support the preparation...


  • North Liberty, Iowa, United States Sevita Full time

    Company OverviewSevita is a leading provider of home and community-based specialized health care. Our mission for over 50 years has been to provide people with quality services and individualized supports that lead to growth and independence.We believe every person deserves to live a full, more independent life. With 40,000 team members serving 50,000...