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Wealth Management Advisor

2 months ago


Dubuque, Iowa, United States Capra Bank Full time
Position Overview

Salary:
Capra Bank is recognized as one of the premier workplaces in the region, and we are seeking a Wealth Management Advisor to enhance our team.

Role Summary:
Are you passionate about delivering outstanding service to clients? At Capra, we have transformed the banking experience. Our success is built on teamwork, collaboration, and a commitment to providing exceptional solutions. We prioritize integrity and strive to be trusted partners for our clients, investing in our communities and each other.

Key Responsibilities:
The ideal candidate will possess a background in banking and be capable of managing a portfolio of clients. By leveraging the financial services available at Capra Bank, the Wealth Management Advisor will guide clients in understanding the offerings that best meet their needs. Engaging in business development initiatives, as well as participating in community and networking events, will be essential components of this position.

Join Our Team:
We invite you to become a part of our dynamic organization.