Quad City Bank & Trust · 1 month ago
Senior Trust & Wealth Advisor
Cedar Rapids,IA,US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expQuad City Bank & Trust is seeking a Senior Wealth Advisor responsible for business development and management of complex client relationships. The role involves the administration of assigned trust, agency, and estate accounts while collaborating with investment teams to implement strategies and maintain compliance.
BankingCommunitiesFinancial ServicesVenture Capital
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
Required
Bachelor's degree in finance, accounting or related field; JD, CFP, CTFA preferred
Eight years' experience in financial planning, investment advisory or fiduciary related activities preferred
Exceptional business development skills as well as excellent client relationship management skills
Capability to utilize various financial planning tools and Microsoft 365 products, with a high level of accuracy and attention to detail
Strong math skills with ability to interpret, analyze, and communicate financial information effectively to a wide range of clients and audiences
Self-motivated, detail oriented and possess a strong work ethic
Preferred
JD, CFP, CTFA preferred
Eight years' experience in financial planning, investment advisory or fiduciary related activities preferred
Company
Quad City Bank & Trust
Quad City Bank & Trust is a full-service community bank in Iowa.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John A.
Chief Executive Officer
Laura Ekizian
Executive Vice President, Chief Relationship Officer
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