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Financial

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

Joye Moore

Senior Recruiter

jmoore@thepalmergroup.com

(319) 449-1200

8710 Earhart Lane SW Suite 8, Cedar Rapids, IA 52404


    • Job type: Direct Hire
    • Location: Cedar Falls, Iowa
    • Date posted:
    • Salary:$80000 - $100000