Top 13 Wealth advisor Jobs in Dubuque, Ia

Wealth Advisor
UMB Financial Corporation —Dubuque, IA
- $57,760 - $109,460 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate Wealth Advisor
First Community Trust —Dubuque, IA
- $56,500 - $70,750 a year
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Director of Development (Non-Profit)
Sedona Staffing Services —Dubuque, IA
- Weekends as needed
- Sales
- Office
- Supervising experience
Quick Apply
Client Service Associate (On-site)
Wealth Enhancement Group —Dubuque, IA
- $42,500 - $637,500 a year
- Full-time
- Office
- Bachelor's degree
- Ability to sit for extended periods
- Profit sharing
- Paid parental leave
Administrative Associate
First Community Trust —Dubuque, IA
- $19.89 - $24.86 an hour
- Part-time
- Microsoft Excel
- Office
- Administrative experience
Quick Apply
Trust Officer
UMB Financial Corporation —Dubuque, IA
- $57,760 - $109,460 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Automotive Service Advisor
Brakes Plus —Dubuque, IA
- $35,000 - $65,000 a year
- Full-time
- Mid-level
- Driver's License
- Mentoring
- Paid holidays
- Disability insurance
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
B2B Outside Sales Representative (Remote, Uncapped Commission Only)
Low Interest Pros Payment Solutions —United States
- $1,500 - $30,000 a month
- Contract
- Remote
- Mid-level
- Business development experience
- Referral program
Quick Apply
4d

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Associate Wealth Advisor
First Community Trust —Dubuque, IA
Associate or bachelor's degree preferred or equivalent years of experience. This includes administrative assistance, financial planning support, participation…
$56,500 - $70,750 a year
Quick Apply
Wealth Advisor
UMB Financial Corporation —Dubuque, IA
You possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
$57,760 - $109,460 a year

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Investment Specialist
SkyCrest Financial Group —Columbus, OH
Bachelor’s degree (completed or in progress) in Finance, Economics, Business, or related field. The ideal candidate thrives in a fast-paced environment,…
$70,000 - $85,000 a year
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Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$75,000 - $125,000 a year

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Wealth Advisor

UMB Financial Corporation -
Dubuque, IA

Apply Now

Job Details

Full-time
$57,760 - $109,460 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Employee assistance program
Vision insurance
401(k) matching
Gym membership

Qualifications

Estate planning needs analysis
Hyperion
Financial planning software
Financial sales
Banking services expertise
Microsoft Excel
Customer relationship building
Investment management advisory services
Identifying new business opportunities
Investment management software
Mid-level
Improving operational efficiency
Estate planning advisory services
Salesforce Cloud
Bachelor's degree
PeopleSoft
Investment client management
Sales management systems proficiency
Financial goal setting advisory services
SharePoint
Insurance planning
Presentation creation
CRM system proficiency
Productivity software
Banking product expertise
Series 65
Closing sales leads
Estate planning
Communication skills
Promoting bank services

Full Job Description

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.

As the Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client’s priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client’s objectives. This role is hybrid (Tues/Wed/Thur on-site).

How you’ll spend your time:

Deliver financial advice to a limited number of clients.
Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies.
Support the delivery of comprehensive advice and customized wealth management services to clients within the practice.
Develop a deep understanding of the financial planning process with clients.
Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned.
Partner with Private Banking team to deliver clients lending, credit, and banking advice.
Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
Ensure all minimum standards of care are met across all client relationships assigned.
Other duties as assigned.

We’re excited to talk to you if:

You possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.
Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
You are systems thinking and complex problem solving.
You are highly organized and can effectively multi-task.
You are a professional communicator with interpersonal skills.
You excel at written communication and presentation skills.
You have a high level of emotional intelligence which allow you the ability to read situations accurately and be empathic.
You are a culture carrier and great teammate.
You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Bonus points if:

You have applicable experience within financial services.
You are effective in personal networking.
You possess sales skills with acumen to close new business.
You have experience with financial planning.
You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
You have working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

$69,920 - $109,460

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

$63,830 - $100,210

US Employees in all other states not listed above:

$57,760 - $90,960

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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Refine Your Search

wealth advisor jobs in dubuque, ia

Wealth Advisor

Associate Wealth Advisor

Director of Development (Non-Profit)

Client Service Associate (On-site)

Administrative Associate

Trust Officer

Automotive Service Advisor

Wealth Solutions Advisor

B2B Outside Sales Representative (Remote, Uncapped Commission Only)

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