Quad City Bank & Trust: Vp, Senior Wealth Management Officer

Quad City Bank & Trust is looking for a VP, Senior Wealth Management Officer to join our Wealth Management & Trust Services team!

The VP, Senior Wealth Management Officer provides customized, comprehensive financial management services and solutions to clients.

As a key member of the team, this incumbent engages directly with clients to seamlessly deliver financial planning, investment and fiduciary services.

In addition, this incumbent works closely with assigned Portfolio Managers and the client’s key outside advisors to facilitate and/or perform a broad range of investment, trust and planning activities for clients.

The incumbent also works with the team to develop and assure team business development goals are met.Ideal candidates will have a Bachelor’s degree and have 8+ years of relevant experience in financial planning, investment advisory and/or fiduciary related activities.

Certified Financial Planning (CFP) designation, CPA or JD preferred but not required, as well as Trust administration experience.

Must have a proven ability to build rapport and foster trust with clients and their outside advisors, have excellent business development skills and interest, and have proficiency in leveraging systems and processes to execute activities with accuracy and efficiency.Quad City Bank & Trust is a relationship-driven organization who values their employees as well as their community.

Our goal is to provide exceptional customer service and make financial dreams a reality.

We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.

Quad City Bank & Trust opened in 1994 toprovide the community with a local bank with a focus on building client relationships and hiring the best people to provide the best service, and that is still our #1 focus today.

We are People you can bank on.Pre-employment credit check, background check, and drug screen is required.