First National Bank is adding an experienced Wealth Advisor to the team in Ames, IA, who is eager to capitalize on exceptional growth opportunity.

As a Wealth Advisor, you will manage a variety of client accounts including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges in addition to other wealth management-related duties.

As a Wealth Advisor with First National Bank, you will enjoy a lucrative benefits package including paid time off, healthcare coverage, 401k w/ company match, bonus opportunity and more!

Benefits & Perks:

• Competitive pay
• Creative freedom
• Bonus opportunity
• Healthcare coverage
• 401(k) w/ company match
• Paid time off and more!

Job Responsibilities:

• Manage a variety of client accounts including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges
• Meet with new and existing clients to discuss financial goals and objectives, and overall estate planning
• Review trust accounts and complete annual court reporting as needed
• Build and maintain strong relationships with existing clients and bank personnel
• Prepare forms to establish new accounts
• Deliver presentations in multiple seminar events to promote Financial Management & Trust Services

Requirements:

• Bachelor’s degree in banking, finance, accounting, or similar required
• Juris Doctorate preferred
• 3+ years of experience with trust and estate planning required
• Ability to work on-site in Ames, IA

First National Bank is eager to welcome this Wealth Advisor to the team to help continue maintaining and growing the organization for many years to come. Apply now!

First National Bank is an Equal Employment Opportunity employer and a large supporter of affirmative action. First National Bank has a strong commitment to diversity, equity, and inclusion. All applicants are considered for actual employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state, or local law.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Ames, IA: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Wills, trusts, & estate law: 5 years (Preferred)

Work Location: One location

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