Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer, you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client’s financial journey. Enjoy a robust compensation and benefits package—including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now!

Work model:

• On-Site
• 8:00 AM – 5:00 PM

What you will do:

• Establish and develop relationships with both new and existing clients
• Perform customized financial evaluations, considering goals, risks, and market trends
• Create and deliver personalized investment plans
• Inform clients about products, planning tools, and market forecasts
• Stay updated about industry regulations, updates to LPL, and product offerings
• Conduct regular portfolio reviews to maintain alignment with client expectations
• Engage in cross-selling opportunities and drive internal referrals
• Serve as a representative of the bank and network at community events

What you will need to be successful:

• Bachelor’s degree or equivalent experience within the financial industry
• Minimum 4 years of experience in brokerage or financial services
• Hold or be willing to promptly obtain a FINRA Series 7 & 66 and State Life & Health Insurance license
• Must have a Series 6 license
• Excellent at building and maintaining relationships
• Self-motivated, organized, and collaborative
• Effective verbal and written communication skills
• Proficient in financial analysis and strong attention to detail
• Goal-driven mindset with a desire to build business
• Proven track record in prospecting and client acquisition
• Skilled in Microsoft Office and preferably financial software
• Excellent time management and organizational skills
• Capable of same-day travel

Benefits overview:

• Health, dental, and vision insurance
• 401k
• PTO
• Employee Stock Ownership Plan
• Life & AD&D Insurance
• Long Term Disability Plan
• Paid Volunteer Hours
• Professional Development and Advancement Opportunities
• Employee Assistance Program

Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email Madison at mkuhl@thepalmergroup.com.

Join a mission-driven organization that values community engagement, employee ownership, and long-term relationships, with a strong focus on service, leadership, and professional growth as a Wealth Management Officer. This is your opportunity to step into a strategic leadership role, where your expertise in trust administration, team development, and regulatory compliance will directly shape operational success and enhance client satisfaction. If you match the qualifications below, please apply today!

Work model:

• On-Site
• 8:00 AM – 5:00 PM

What you will do: 

• Recommend strategies to optimize revenue by monitoring financial trends
• Align services with client goals and firm offerings through cross-selling
• Implement and uphold wealth management compliance policies
• Mentor and lead wealth operations employees
• Provide performance feedback through regular check-ins
• Work with HR on hiring, training, and retention
• Ensure regulatory adherence by partnering with audit teams
• Resolve audit or operational risks and identify them proactively
• Create risk mitigation plans aligned with corporate policies
• Generate performance reports for leadership through KPI analysis
• Identify growth opportunities by analyzing competitors
• Update, communicate, and track progress and metrics

What you will need to be successful:

• Bachelor’s degree in business administration, accounting, finance, or a related area
• 8 to 10 years of experience in trust administration
• 3 to 5 years of experience in a supervisor or leadership position
• Financial expertise, including investment vehicles, stocks, bonds, dividends, and CDs
• Knowledge of legal processes and regulations regarding trust compliance
• Trust certifications (CTFA) are preferred
• Proficiency with Microsoft Office and Cheetah software is preferred
• Ability to manage, coach, and develop a team
• Effective communication, organization, and attention to detail
• Forward-thinking, strategic mindset with a commitment to ethics
• Keen eye for risk evaluation, compliance, and confidentiality

Benefits overview:

• Health, dental, and vision insurance
• 401k
• PTO
• Employee Stock Ownership Plan
• Life & AD&D Insurance
• Long Term Disability Plan
• Paid Volunteer Hours
• Professional Development and Advancement Opportunities
• Employee Assistance Program

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