Private Wealth Associate

3 weeks ago


Iowa City, Iowa, United States MidWestOne Full time
About the Role

At 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 Managers.

Responsibilities
  • Private Banking Support: Prepare letters, memorandums, and reports; process payments, advances, and wire transfer requests; assist officers in opening new accounts, client account maintenance, and preparing loan papers.
  • Private Wealth Sales and Prospect Support: Prepare client review materials, work with teams on inserts, bind booklets, and meeting support; prepare prospect materials for field as directed by the sales team; assist Chief Investment Strategist with thought leadership marketing materials.
Perks
  • Competitive base compensation with additional performance-based incentives
  • Career development and continuous learning opportunities
  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
  • 100% vested 401(k) Retirement Plan with company match
  • Medical, Dental, and Vision insurance
  • Flex spending plan & Health savings accounts with employer contribution
  • Student Loan Debt Reduction Program & Tuition Assistance Plan
  • Employee Stock Ownership Plan
  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members
  • Employer provided long term and short term disability insurance
  • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance
  • Wellness Program
  • Free banking services and other financial services discounts
  • Take Your Dog to Work Day in June
  • Employee Rally Day- a day of celebration and recognition
Qualifications
  • Post high school education preferred or equivalent combination of education and related work experience
  • Three to five years experience in a sales support role or some other client-facing role is preferred


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