Senior Trust - Cedar Rapids, IA

Only for registered members Cedar Rapids, IA, United States

3 days ago

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Job summary

The Senior Wealth Advisor is responsible for business development and management of complex client relationships and the administration of assigned trust, agency and estate accounts.

Responsibilities

  • 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.

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