Wage Range: Min: $68,970, Mid: $88,585, Max: $108,199 A Brief Overview The Wealth Advisor I delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Handles smaller client load and clients with lower level wealth management complexity. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant working through our Broker/Dealer, LPL Securities.
What you will do - Develop business.
- Manage client relationship.
- Develop internal and external referral sources.
- Review and interpret trust documents.
- Complete regulatory account reviews.
- If also serving as a Financial Consultant:
- Maintains registrations in good standing.
- Meets continuing education requirements.
- Fulfills other activities and duties in order to meet the requirements of a "dual employee".
Other Qualifications/Requirements - Trust Accounting Software a plus.
- Bachelor's Degree and minimum 3 years Banking or Financial Advisor preferred or equivalent combination of education and experience.
- Certified Financial Planner-CFP Board preferred, or
- Certified Trust and Financial Advisor (CTFA) preferred.
What We Offer At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands - Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
- Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
- Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Salary Disclaimer The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
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