Private Wealth Associate
3 weeks ago
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.
- 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
- 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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