Wealth Management Officer

Hills Bank and Trust Company

Hills Bank Corporation is a $3 billion dollar holding company and its subsidiary bank, Hills Bank and Trust Company, has provided community banking services for 114 years!  Hills Bank and Trust Company has 19 office locations in Johnson, Linn and Washington counties.  Trust and Wealth Management assets exceed $1.6 billion.
 
Hills Bank is seeking a Wealth Management Officer.  This position will be responsible for retention of existing customer relationships and development of new wealth management relationships.  The primary focus of this position is providing retirement and financial planning, with the expectation of supporting other Trust and Wealth Management Officers with retirement and financial planning for their customers.
 
This position will be responsible for the ongoing administration of  various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
 
In addition to Wealth Management services, the Wealth Management Officer is expected to cross-sell commercial, retail and mortgage banking services and develop joint market relationships with other areas of the bank.
 
Requirements:
 
  • BA or BS required.  One to four years of experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred.
 
  • Advanced degree or professional designation(s) such as Certified Financial Planner (CFP®), Certified Retirement Services Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Accredited Estate Planner (AEP®), or other related credentials are preferred but not required.

 
We are an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.  Member FDIC

Job ID: 66464

Posted 20 days ago

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