Job Details
** Wealth Management Sales Associate**
- Kearney, NE business_center Full-time Salary: Hourly Application Deadline: Jan 20, 2022 Banking
If you can answer Yes to these questions, Heartland Bank may have a career opportunity for you. Heartland Bank is a growing organization seeking a talented Full Time Sales Associate to join the Sandstone Wealth Management team in the Kearney location.
The key objectives of this position are to perform administrative support and customer service for Sandstone Wealth Management.
In this role, you will provide professional customer service by actively seeking out customer questions, needs or concerns regarding investment-related issues. You will perform a variety of administrative duties such as preparing documents for opening new accounts, along with preparing various investment reports. You will maintain a customer database and oversee customer correspondence. You will also stay informed about compliance responsibilities and keep compliance and audit manuals up to date.
* Associates degree or equivalent
* One to three years related experience
* Or equivalent combination of education and experience
* Excellent knowledge of accounting principles and government regulations
If you are seeking a career with an organization that fosters personal development, growth, change, responsibility and success, please apply via the Heartland Bank Careers portal at