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Mortgage & Banking

Our client is seeking an experienced Wealth Management Supervisor to join their team. In this role, you will be a trusted partner in planning and growing clients’ assets while managing a trusted team. Fill out an application today if you are interested!


  • Develop team members, including coaching and performance assessments
  • Manage portfolios while actively growing book of business
  • Educate and advise clients on financial products and services
  • Build and nurture relationships with clients and prospective clients
  • Administer trusts, estates, and investments
  • Ensure compliance with applicable laws, policies, and procedures
  • Oversee Trust team, including travel to multiple branches as needed


  • Degree in finance, economics, management, or a related field
  • 7+ years of experience in financial services
  • 5+ years of leadership at the management level
  • Highly analytical and creative problem-solving abilities
  • Excellent communication skills
  • Desire to help others achieve financial goals

Work Model:

  • On-Site

Interested and qualified applicants can contact Madison Kuhl at (319) 449-1200 or email Madison at

Ref: JOB-41121

Madison Kuhl


    • Job type: Direct Hire
    • Location: Fort Madison, Iowa
    • Date posted:
    • Pay:$- $ per hour