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Financial Advisor Wealth Management

Fiduciary Advisor: Steward of Trusts & Estates

Job in Dubuque, Dubuque County, Iowa, 52001, USA
Listing for: MidWestOne Bank
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Job Description & How to Apply Below
A regional financial institution in Iowa seeks a Private Wealth & Fiduciary Advisor to manage client accounts, including trusts and estates. The role involves strong client relationship management, ensuring legal compliance, and coordinating with a team to offer tailored financial solutions. The ideal candidate will possess a Bachelor's degree and experience in trust administration. Attractive perks include competitive compensation, a 401(k) plan with a company match, and comprehensive health insurance.
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