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16Jan

Wealth Advisory Support Specialist

Dubuque Bank and Trust, Dubuque, IA

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At Dubuque Bank & Trust, we're your career destination!

At Dubuque Bank & Trust, behind our local touch lies the support of one of the nation's top 100 Banking organizations. This means great resources and career opportunities for our staff! We are currently seeking a  Wealth Advisory Support Specialist to join our team in Dubuque, IA. This position is responsible  for providing ongoing, general administrative support to the WM Market Manager, Wealth Advisory Services Staff, WAS Business Development Officers, and/or Investment Staff. 

Qualifications:

  1. 3-5 years professional office experience. 
  2. Previous experience working with fiduciary and investment account structure, fee structure, and investment offerings. 
  3. Intermediate to advanced knowledge of MS Office.
  4. Strong problem-solving and attention to detail skills. 
  5. Previous experience with sales and sales support for a registered investment advisor, wealth advisory office, or broker/dealer preferred.

We can provide you the training and support to develop a great career at Heartland Financial USA, Inc.  If you long to join a successful team while expanding your professional skills and experience, then explore a career with us today!

We're committed to being an Employer of choice providing a positive, professional work culture that takes care of the welfare of our team members. We believe in:

  • Talent Development - We provide resources to support internal career growth
  • Recognition and Reward - We provide competitive compensation and rewards programs
  • Corporate Citizenship - We're committed to making a difference in our communities
  • Balance – We believe in balance between work, leisure, and wellness
  • Empowerment – We help people grow professionally through empowerment to make decisions and take responsibility for them

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Job Details

Req Num --
ID 551413
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Shifts
First Shift
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 2-5 Years
Education --

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