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Financial Services Wealth Management

Trust & Wealth Strategist

Job in Dubuque, Dubuque County, Iowa, 52001, USA
Listing for: Nicolet National Bank
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A community-focused financial institution located in Dubuque, Iowa is seeking a Trust Advisor to oversee Trust wealth accounts and manage client relationships. In this role, you will ensure compliance with regulations while providing exceptional service to clients and colleagues. The ideal candidate will hold a Bachelor's degree in Finance or Business, possess 3+ years of experience in trust management, and excel in strategic thinking and organizational skills.

Benefits include competitive insurance plans and a 401(k) match.
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