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Investment Strategy & Client Growth Associate
Job in
Independence, Buchanan County, Iowa, 50644, USA
Listed on 2026-08-17
Listing for:
BankIowa
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Bank Iowa is seeking an Investment Client Strategy Associate to support strategic growth within the Investment Division. The role involves partnering with advisors to deliver portfolio monitoring, client review preparation and wealth planning analysis.
You will proactively identify opportunities as a strategic resource, develop client presentations, and help advisors deepen relationships and grow assets. The position requires a Bachelor's degree in Finance, Business, Economics, or related field,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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