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Wealth Advisor
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$124,419 - $161,744 a year
Full-time
- The Wealth Advisor serves as a trusted advisor to high net worth clients and businesses with a primary focus on building and growing wealth management relationships.
- This position provides comprehensive financial guidance regarding investments, risk management, tax, estate planning, and banking needs.
- A successful Wealth Advisor is able leverage their experience in planning and investments with the resources of HTLF Wealth Management team to improve the financial lives of their clients.
- Strategically drives the wealth management process for clients through comprehensive financial planning with the support of our team, including review and evaluation of income, assets, tax exposure, investment portfolio, insurance, and estate planning.
- Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
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