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Senior Trust & Wealth Advisor — Client & Strategy
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2025-12-10
Listing for:
Cedar Rapids Bank & Trust
Full Time
position Listed on 2025-12-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A regional financial institution is seeking a Senior Trust & Wealth Advisor to manage complex client relationships and drive business development. This role involves supporting financial planning processes, collaborating with investment and operations teams, and developing new client relationships. The ideal candidate has a Bachelor’s degree in a related field, extensive experience in financial planning, and exceptional client management skills.
This full-time position requires flexibility in work hours and potential travel.
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Position Requirements
10+ Years
work experience
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