At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.
This role is responsible for driving all wealth business in a geographic market including overseeing client relationships, building financial plans, and delivering investment solutions. Identifies potential clients through building relationships with internal partners, external COIs, and marketing initiatives. Interviews clients to determine their financial position: assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops a financial plan based on analysis of data, and discusses available financial options. Partners with additional wealth partners as needed depending on the complexity of the client relationship.
Responsibilities Selling financial products and services to clients for investment purposes including mutual funds, insurance, SMA’s, alternatives, and annuity productsBuilding a pipeline of mass affluent and high net worth prospectsBuilding financial plans for clients, analyzing potential outcomes, helping clients choose a path given their specific financial situationDevelops prospects from current banking customers, referral leads and other sourcesAbility to work with complex, high net worth clientsPerforms other duties as assigned
The Perks!
Competitive base compensation with additional performance-based incentives (incentives vary depending on role)Career development and continuous learning opportunitiesPaid Time Off, Paid Holidays, Parental/Grandparent Leave, and more100% vested 401(k) Retirement Plan with company matchMedical, Dental, and Vision insuranceFlex spending plan & Health savings accounts with employer contributionStudent Loan Debt Reduction ProgramEmployee Stock Ownership PlanEmployer provided group life insurance with option to purchase additional life insurance for you and your family membersEmployer provided long term and short term disability insuranceAdditional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital IndemnityWellness ProgramFree banking services and other financial services discountsTake Your Dog to Work Day in JuneEmployee Rally Day- a day of celebration and recognition! Qualifications Bachelor’s degree or equivalent combination of post high school education and related work experience.In addition to education, 5+ years of direct sales experience in the financial services industry is preferred. Ability to source new business leads and follow-through to the sale is expected. Series 7 and 66 required.
We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
Now that you know more about us and the position, next step is for you apply so we can learn about you!
Compensation The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and tuition reimbursement. This position is commission based. Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.