Wealth Manager

If you have a passion for service and helping people, take a look at our Wealth Manager position. The person in this role will receive competitive pay and benefits while managing the day-to-day administrative estates, trusts, agencies, and IRA functions. Fill out an application today if you are interested!

Responsibilities:

• Foster and develop current and potential client relationships
• Advise clients on financial products and services
• Conduct planning services
• Administration of trusts, estates, and investments
• Ensure compliance with applicable laws, policies, and procedures
• Use analytical problem solving to meet client needs and expectations

Requirements:

• Degree in finance, economics, management, or related field
• Previous experience in financial services, trust experience preferred 
• Highly analytical, creative problem-solving abilities
• Excellent communication skills
• Desire to help others achieve financial goals

Hours:

• 8:00AM 5:00PM
• Monday Friday

Interested and qualified applicants can contact Joye Moore at (319) 449-1200 or email Joye at jmoore@thepalmergroup.com.

Ref: JOB-35640