Private Wealth, Planning Team Leader - West Des Moines - MidWestOne Bank

    MidWestOne Bank
    MidWestOne Bank West Des Moines

    6 days ago

    Description

    Private Wealth Planning Team Leader

    A leader in private wealth planning, you will drive the financial planning process for high-net worth clients. Key responsibilities include creating customized plans, consulting on existing plans, and training regional wealth planners.

    • Create complex client plans with personalized solutions.
    • Collaborate with advisors to enhance expertise across divisions.

    The ideal candidate has 10+ years of experience driving financial planning processes for a wealth firm. A Bachelor's degree and CFP certification are required.


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