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Sr. Private Client Wealth Advisor

Employer
Bankers Trust
Location
Des Moines, Iowa
Salary
$90,000 - 130,000 Plus Bonus DOE
Closing date
Jun 10, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

The primary duties for the Sr. Private Client Wealth Advisor include developing new and managing select High Net worth and Ultra High Net Worth Private Client customer relationships. This position serves as the trusted advisor and team coordinator to Private Client customers by challenging and collaborating with them to articulate and achieve their wealth goals. The Advisor creates teams of highly credentialed specialists to provide wealth planning, tax planning, investments, private banking, risk management, and trust services & ensures delivery and execution of Private Client experience and client service standards

Company

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture. We’re proud of the work environment we’ve created – where nearly 100% of employees are proud to tell people they work for Bankers Trust.But don’t take it from us – take it from our current employees who participate in our biennial engagement survey, where we regularly receive best in class results, including in the categories of “Overall, I like my job,” “The bank is a good corporate citizen,” “Employer of Choice” and many more.

Find Us
Telephone
515-247-2169
Location
453 7th Street
Des Moines
IA
50309
United States
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