What are the responsibilities and job description for the Wealth Management Officer/Financial Advisor position at Two Rivers?
COMPANY OVERVIEW
Two Rivers Financial Group, Inc., through our wholly owned subsidiary of Two Rivers Bank & Trust offers financial solutions encompassing banking and wealth management services with locations in Ankeny, Burlington, Coralville, Davenport, Des Moines, Fort Madison, Keokuk, Mediapolis, Mount Pleasant, Urbandale, West Burlington, and West Point, Iowa.
We are not only committed to providing excellent customer service and financial expertise, but Two Rivers is also extremely passionate about volunteering and investing in the communities we serve.
Two Rivers is confident you will find opportunities and rewards with our company - whether you are a seasoned financial service professional or someone looking to begin a new career.
Surround yourself with innovative solutions and empowered coworkers. Come join the Two Rivers Team!
POSITION PURPOSE
Our wealth management officers are responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts, and for the development of new client relationships.
EDUCATION AND WORK EXPERIENCE
- Bachelor's degree or equivalent work experience.
- 2 years brokerage or financial services industry experience.
- Valid and active FINRA Series 7 & Series 66 licenses - preferred (or attained within 6 months).
- Valid State Health & Life Insurance licenses or attained within 60 days.
SKILLS AND QUALIFICATIONS
ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES
SCHEDULE / TRAVEL / STATUS
BENEFITS
NOTICE
This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. Two Rivers reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. Two Rivers shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
