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Cedar Rapids Bank & Trust · 3 days ago

Senior Trust & Wealth Advisor

Cedar Rapids, IA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Cedar Rapids Bank & Trust is seeking a Senior Wealth Advisor to manage complex client relationships and oversee trust and estate accounts. The role involves business development, collaboration with investment teams, and ensuring compliance while providing high-quality service to clients.

BankingConsultingFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

Develop new business and advise or consult with other officers on details of proposed plans

Assist with the initial and ongoing investment and design of account portfolios

Support and manage the financial planning process for large, complex client relationships by using a variety of tools and resources; assist with complex client requests, inquiries and meetings

Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts

Collaborate with portfolio managers, strategic advisors and the operations team to provide a high quality, well-integrated service experience

Contribute to the development and implementation of the strategic plan

Develop and present proposals to prospective clients

Review investment policies and procedures with investment officers to ensure compliance

Build rapport with clients outside advisors such as accountants and attorneys and partner with them to coordinate tax, estate planning and other fiduciary matters

Participate in business development activities

Build community partnerships and participate in community events in support of our brand and culture

Understand fiduciary issues relative to client relationships; partner with team and external advisors to coordinate tax, estate planning and fiduciary matters for clients

Contribute to the growth and development of the department by undertaking special projects as assigned

Provide guidance and mentorship for other wealth advisors

Comply with all company or regulatory policies, procedures and requirements that are applicable to this position

Foster and preserve a culture of inclusion

Additional duties and responsibilities may be required to support the company’s mission, vision and values

Qualification

Financial planningInvestment advisoryClient relationship managementBusiness developmentFiduciary knowledgeMicrosoft 365 proficiencyMath skillsDetail orientedSelf-motivatedWork ethic