Hybrid Wealth Advisor presso Quad City Bank & Trust

Description

TITLE: Wealth Advisor

DEPARTMENT: 980 - Wealth Management/Trust

JOB SUMMARY:

The Wealth Advisor is responsible for business development and management of client relationships and the administration of assigned trust, agency and estate accounts. This role will work closely with the investment group to implement strategies and maintain compliance with policies. The Wealth Advisor will pursue and develop new relationships with clients, solicit new business from present and prospective clients and cultivate internal and external referral sources. 

ESSENTIAL FUNCTIONS:

• Develop new business and advise or consult with other officers on details of proposed plans. 
• Assist with the initial and ongoing investment and design of account portfolios.
• Utilize financial planning process to develop investment objectives, provide ongoing advice and guidance to clients.
• Support and manage the financial planning process for clients by using a variety of tools and resources; assist with complex client requests, inquiries and meetings. 
• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.
• Collaborate with portfolio managers, strategic advisors and the operations team to provide a high quality, well-integrated service experience.
• Develop and present proposals to prospective clients.
• Build rapport with client’s outside advisors such as accountants and attorneys and partner with them to coordinate tax, estate planning and other fiduciary matters.
• Participate in business development activities.
• Build community partnerships and participate in community events in support of our brand and culture.
• Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• Foster and preserve a culture of and inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values. 

QUALIFICATIONS:

• Bachelor’s degree in finance, accounting or related field; JD, CFP, CTFA preferred.
• Five years’ experience in financial planning, investment advisory or fiduciary related activities preferred.
• Exceptional business development skills as well as excellent client relationship management skills.
• Capability to utilize various financial planning tools and Microsoft 365 products, with a high level of accuracy and attention to detail. 
• Strong math skills with ability to interpret, analyze, and communicate financial information effectively to a wide range of clients and audiences. 
• Must be self-motivated, detail oriented and possess a strong work ethic.

WORKING CONDITIONS:

• Duties are performed in a professional office environment.
• Flexibility to work non-standard business hours to meet client needs.
• Occasional travel may be required.

SALARY & BENEFITS:

The minimum salary for this position is $70,000 annually. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law.

This position is a regular full-time position, and individuals employed as regular full-time, are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.

At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.

QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.

It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.