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Financial Advisor

Wealth Planning Associate: Client-Focused

Job in Marion, Linn County, Iowa, 52302, USA
Listing for: Hills Bank and Trust Company
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A regional financial institution is seeking a Wealth Management Officer to enhance customer experiences. Responsibilities include resolving account issues, assisting with new accounts, and creating financial plans. Ideal candidates should have a bachelor's degree in business or equivalent experience, with a focus on customer service and financial planning skills. Join this bank and make a difference in wealth management for clients in Marion, Iowa.
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Position Requirements
10+ Years work experience
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