Wealth Management Specialist

5 days ago

Cedar, Michigan, United States First Community Trust, N.A. Full time

FCT is a nationally chartered trust company offering wealth advisory services, including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial, and estate planning goals.

Founded over two decades ago to serve the needs of credit unions and their members, FCT manages individual and institutional clients and boasts impressive credit union partnerships in central and eastern Iowa. Today, the firm proudly manages over $1.3 billion in assets. FCT's success is rooted in a commitment to service and long-term relationships with our team, clients, and partners.

We are seeking a talented professional who is looking to contribute to a growing investment management and trust company. This individual will be responsible for creating and growing long-term, trusted relationships with prospects, clients, and credit union partners in and/or near Cedar Rapids, Iowa. Additionally, this individual will proactively develop new opportunities while managing the day-to-day administration of trusts, estates, agencies, and IRAs.

Key Responsibilities

  • Develop and maintain referral networks within assigned credit unions and in the community to build and grow relationships and new business opportunities.
  • Actively call on potential clients to identify needs, make proposals for new business, and secure new relationships.
  • Develop long-term, trusted relationships with clients and deliver customer service that exceeds expectations.
  • Manage client relationships by deeply understanding their needs, generating innovative solutions and strategies, and promptly responding to and resolving client needs.
  • Stay informed of new developments and offer new solutions to enhance services.
  • Utilize financial planning to add value for clients, retain relationships, and identify additional opportunities.
  • Provide account administration and maintenance, including setting up new accounts, managing special distributions, assessing tax liabilities, and planning and approving expenditures.
  • Ensure accurate administration of accounts to ensure accounts meet all compliance standards.
  • Develop relationships and coordinate with members of the FCT team possessing subject matter expertise that can, from time to time, benefit clients.

Requirements

  • Bachelor's degree required or prior experience in a related field.
  • 5+ years' experience within financial services or a trust environment preferred.
  • Ability to develop, create, and grow new and existing relationships.
  • Experience achieving reasonable annual new assets and performance goals.
  • Active in community and business organizations.
  • Strong interpersonal skills: the ability to influence, motivate, and proactively build relationships.
  • Ability to help others resolve problems and make recommendations.
  • Strong collaboration and leadership skills.
  • Maintain a high level of confidentiality at all times.
  • Excellent verbal and written communication skills.
  • Ability to read, understand, and interpret various legal documents.
  • High level of problem-solving and organizational skills.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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