... Wealth Management Officer . With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through ...
... Wealth Management Officer . With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through ...
Relationship Manager-Wealth Management Officer
Canton, IL ยท On-site
$71K - $108K/yr
... Wealth Management Officer. With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through ...
Quick apply
Relationship Manager-Wealth Management Officer
Canton, IL ยท On-site
$71K - $108K/yr
... Wealth Management Officer. With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through ...
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
Careers at The First National Bank in Sioux Falls The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client ...
Careers at The First National Bank in Sioux Falls The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client ...
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
Quick apply
The Chief Wealth Management Officer provides strategic and operational leadership for the Wealth Management division, with accountability for client experience, growth, fiduciary excellence, talent ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY ยท On-site
$100 - $125/hr
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY ยท On-site
$100 - $125/hr
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY ยท On-site
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management[...]
Manhattan, NY ยท On-site
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Reporting to the Chief Wealth Management Officer, this role serves as a key partner in translating strategic priorities into actionable client, advisor, and business programs that accelerate growth ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
New York, NY ยท On-site
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Wealth Management P...
New York, NY ยท On-site
... "CIO" and "CFO" to help our clients reach their personal wealth goals. Wealth Management ... Professionals in the Goldman Partner Office work directly with firm's partners, senior executives ...
Wealth Advisor
Rockwall, TX ยท On-site
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Wealth Advisor
Rockwall, TX ยท On-site
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Quick apply
Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...
Wealth Management Officer information
See salary details
$39.9K is the 25th percentile. Wages below this are outliers.
$31.5K - $41K
28% of jobs
$41K - $50.6K
13% of jobs
$50.6K - $60.1K
5% of jobs
The median wage is $68.5K / yr.
$60.1K - $69.7K
4% of jobs
$69.7K - $79.2K
5% of jobs
$79.2K - $88.8K
7% of jobs
$88.8K - $98.3K
7% of jobs
$101.7K is the 75th percentile. Wages above this are outliers.
$98.3K - $107.9K
13% of jobs
$107.9K - $117.4K
9% of jobs
$117.4K - $127K
3% of jobs
$127K - $136.5K
4% of jobs
$31.5K
$77.3K
$136.5K
How much do wealth management officer jobs pay per year?
What are popular job titles related to Wealth Management Officer jobs?
For Wealth Management Officer jobs, the most frequently searched job titles are:
Relationship Manager-Wealth Management Officer
Canton, IL โข On-site
Full-time
Re-posted 7 days ago
Job description
JOIN A GROWING MIDAMERICA NATIONAL BANK!
MidAmerica National Bank, a locally owned community bank serving central Illinois since 1933, is seeking a qualified professional to join our Trust & Wealth Management Department as a Relationship Manager โ Wealth Management Officer. With branch locations throughout Fulton, Marshall, and McDonough counties, we are committed to positively impacting our customers, employees, and communities through trusted relationships and sound financial guidance.
We are currently accepting applications for a Relationship Manager โ Wealth Management Officer based at our Canton Banking Center. This position is responsible for managing complex fiduciary and wealth management relationships while serving as a trusted advisor to clients. This role is ideal for an experienced financial professional who values relationship-building, attention to detail, and long-term client service within a community banking environment.
Principal Duties and Responsibilities:
- Serving as the primary relationship manager and account administrator for personal trusts, estates, guardianships, and agency accounts, including complex and high-value client relationships
- Administering accounts in accordance with trust documents, state statutes, regulatory requirements, and client objectives, including asset valuation, investment objectives, liquidity needs, and fee and income accuracy
- With the support of the Investment Team, directing investment activity for assigned trust and wealth management accounts, including the purchase and sale of investment securities
- Growing the portfolio of clients and assets under management through intentional prospecting efforts
- Overseeing bill payments, income distributions, and discretionary distribution requests in an accurate and timely manner
- Communicating proactively with clients and collaborating with internal and external professionals to address complex or sensitive account matters
- Identifying opportunities to expand client relationships through referrals and cross-selling of additional bank products and services
Qualifications and Requirements:
- Bachelor's degree in Business, Finance, or a related field, or equivalent work experience, preferred
- Minimum of five years of progressively responsible experience in trust administration, wealth management, or a related financial services role
- Strong knowledge of fiduciary principles, investments, and trust accounting
- Excellent written and verbal communication skills with a strong customer service orientation
- Ability to exercise sound judgment, maintain confidentiality, and manage sensitive client situations with professionalism
- CTFA, AAMSยฎ, and/or CFPยฎ designation preferred or willingness to obtain
- Proficiency with Windows-based and financial software applications
MidAmerica National Bank offers a competitive compensation and benefits package, along with the opportunity to grow your career within a stable, relationship-focused community banking environment.
Qualified candidates should submit an application and rรฉsumรฉ online.
No phone calls, please.
MidAmerica National Bank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, religion, sex, national origin, disability status, protected veteran status, or any other legally protected classification.
About MidAmerica National Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Canton, IL, US
Year founded
1933