Overview Small enough to care. Big enough to deliver. The Private Wealth Advisor is responsible for the relationship management and administration of high-net worth investment agency, IRA, and custody clients in addition to a small book of fiduciary relationships. The Advisor will partner with a local Private Wealth team to build and grow a book of high-net worth clients through effective networking and team-based selling. Manages accounts and client relationships through effective coordination of the client service team (investments, planning, administration, operations). Coordinates, develops, and communicates financial plans to clients and prospects through the use of E-Money and our Financial planning team. Responsibilities + Lead Relationship Manager for a book of high-net worth, Private Wealth relationships + Detailed financial planning expertise working with high net worth clients and prospects. + Business development skills and COI connections to assist in the creation of a Private Wealth pipeline through external and internal relationships. + Maintains ongoing client contact to assess needs and proactively assist with financial objectives, including coordinating client meetings with the service team. + Coordinates account setup including paperwork for new account relationships/assets + Provides ongoing monitoring of the account, coordinating with investment management team to ensure client account is managed within the scope of its investment objective. + Oversees administration of account as appropriate with type of account which may include: reviewing and approving expenditures, submitting recommendations for discretionary distributions, and other account administration activities. + Ensures adherence to trust policy in the ongoing administration of the account. + Directs administrative staff member(s) to assist in various capacities relating to this job description. + Participates in client and prospect calling efforts. + Serves as a member of the Trust Administrative Committee as well as other designated committee roles. + Participates in community activities to enhance overall marketing efforts of the department and bank. + Recommends changes or enhancement in procedures for the department. + Other duties may be assigned. Qualifications + Bachelor’s degree or equivalent combination of post high school education and related work experience + Additional degree certification including CFP, JD, etc. preferred but not required + Prefer 5-10 years of wealth management experience working with high net worth customers. + Prior experience building and delivering financial plans for high-net worth clients. Compensation Hiring Pay Range: $125,000-$160,000The 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 student loan reduction. The Perks! + Competitive base compensation with additional performance-based incentives (incentives vary depending on role) + Career development and c ontinuous learning opportunities + Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more + 100% vested 401(k) Retirement Plan with company match + Medical, Dental, and Vision insurance + Flex spending plan & Health savings accounts with employer contribution + Student Loan Debt Reduction Program + Employee Stock Ownership Plan + Employer provided group life insurance with option to purchase additional life insurance for you and your family members + Employer provided long term and short term disability insurance + Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity + Wellness Program + Free banking services and other financial services discounts + Take Your Dog to Work Day in June + Employee Rally Day- a day of celebration and recognition ! RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of respect and belonging that is reflected in the workplace and the communities we serve. Let's build something great, together. Location : LocationUS-MN-Golden Valley StatusExempt TypeFull-Time CityGolden Valley StateMN Benefits PackageYes - Full Time Package Location : Address 2945 Winnetka Avenue North