Wealth Management Trainee

3 weeks ago


Des Moines, Iowa, United States QCR Holdings Full time
Job Title: Wealth Management Intern

Job Summary:

We are seeking a highly motivated and detail-oriented Wealth Management Intern to join our team. As a Wealth Management Intern, you will have the opportunity to work with our experienced team of trust and investment officers to gain hands-on experience in financial planning, relationship management, and trust administration.

Responsibilities:

  • Assist in financial planning and analysis for high net worth individuals and families
  • Conduct research and analysis on investment opportunities and portfolio construction
  • Develop and maintain relationships with clients and stakeholders
  • Assist in the preparation of financial reports and presentations
  • Participate in team meetings and contribute to the development of business strategies

Qualifications:

  • Bachelor's degree in Finance, Accounting, or related field
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office, particularly Excel

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A fun and inclusive company culture

About Us:

Cedar Rapids Bank & Trust is a leading financial institution in the Midwest, dedicated to providing exceptional service and expertise to our clients. We are committed to fostering a culture of diversity, equity, and inclusion, and we welcome applications from candidates from all backgrounds.

Equal Opportunity Employer:

Cedar Rapids Bank & Trust is an equal opportunity employer and welcomes applications from candidates of all backgrounds. We are committed to creating a diverse and inclusive work environment and are proud to be an equal opportunity employer.



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