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Responsibilities include creating personalized financial plans, monitoring client portfolios, advising on investment, tax strategies, risk management, and estate planning, and staying informed on market, tax, and economic trends. Accountabilities cover account administration for IRAs and trusts, annual reviews, correct tax coding, coordination with legal and accounting advisors, maintaining a minimum $100,000 direct annual revenue attribution, and business development through cross-selling and community engagement.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/wealth-management-officer-job-posting/261384/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/wealth-management-officer-job-posting/261384.png","ImageObject",442,249,{"name":88,"@type":89},"Mack Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-06","2026-09-14",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the primary focus of the Wealth Management Officer position?","Question",{"text":108,"@type":109},"Develop new client opportunities, expand existing relationships across wealth management and banking, and retain customers by building and maintaining long-term client relationships to understand financial goals.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What responsibilities are included in account administration?",{"text":113,"@type":109},"Administer wealth management accounts (including IRAs, individual portfolios, institutional relationships, and personal trusts), coordinate investing using model portfolios, perform annual account and investment reviews, ensure correct tax codes, and support estate and financial planning with advisors.",{"name":115,"@type":106,"acceptedAnswer":116},"How does the role support business growth?",{"text":117,"@type":109},"Sustains relationships in the local legal, accounting, and professional community to increase business and referrals, participates in bank-wide business development and training, cross-sells banking products, and represents the bank in professional and community organizations.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},261384,1791244974,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},1236954509970,"https://us-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","JOB POSTING:  \nSCHEDULE:  \nDATE:  \nTIME LIMIT:  \nPOSITION INFO:  \nWealth Management Officer Full-time; Exempt Status May 13, 2026  \nThis position will be posted through the end of the day on Friday, May 15, 2026  \nThis is a replacement position. EQUAL OPPORTUNITY EMPLOYER  \nJOB DESCRIPTION  \nPOSITION TITLE: Wealth Management Officer  \nREPORTS TO: Senior Vice President, Wealth Management Officer Lead  \nFLSA STATUS: Exempt  \nPAY GRADE: 9  \nDEPARTMENT: Trust  \nLOCATION: ICSG  \nREVISED: June 2026  \nSCOPE:  \nThe primary focus for position is development of new client opportunities, expanding existing relationships (wealth management and overall banking) and retention of current customers by building and maintaining long-term relationships with clients to understand their financial goals.  \nDevelop and implement personalized financial plans, monitoring of client investment portfolios managed by the Bank and providing guidance on personalized investment strategies, tax strategies, risk management and estate planning with the objective of profit for the Bank and quality service to the customer.  \nWealth Management Officers are expected to stay informed on tax, market and economic trends and communicate regularly with clients to keep them informed of market changes and to ensure their goals and objectives have a reasonable probability being achieved or what actions may need to be taken to achieve desired goals.  \nMentorship is key to the Trust and Wealth Management department’s staff development and overall department growth. Collaborative teaming and partnering is a necessary requirement of this position to ensure positive perspective and existing customer experiences and demonstrate the depth of the Trust and Wealth Management Department. Wealth Management Officers are expected to support other Trust and Wealth Management Officers.  \nAs a community bank, Wealth Management Officers are expected to be involved in their community through active involvement in boards, committees and bank sponsored events and opportunities.  \nACCOUNTABILITIES:  \nAccount Administration:  \n- Ensure positive onboarding experience for customers and Trust and Wealth Management co-workers.  \n- Administer various wealth management accounts including all types of IRAs, Individual Portfolios, Institutional Relationships and Personal Trusts as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.  \n- Work with investment team to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.  \n- Perform required annual account and investment reviews for each assigned account.  \n- Ensure that transactions in accounts under their direct administration are given proper tax codes, and have a general knowledge of tax rules.  \n- Work in conjunction with active and potential Trust and Wealth Management customers and their legal and  \naccounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.  \n- Maintain a book of business with a minimum direct annual revenue attribution of $100,000 .  \nBusiness Development:  \n- Sustain and develop relevant relationships with the local market area legal and accounting and professional community to enhance and garner business and referral opportunities.  \n- Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referralsand other business opportunities. Participate in training bank wide staff on how referrals can be made.  \n- Participate ","cbCaihpf4xVzAQHQ","https://ap.wps.com/l/cbCaihpf4xVzAQHQ","pdf",751911,"English","# Job Posting\n## Position Information\n## Job Description\n## Accountabilities\n## Competencies","[{\"question\":\"What is the primary focus of the Wealth Management Officer position?\",\"answer\":\"Develop new client opportunities, expand existing relationships across wealth management and banking, and retain customers by building and maintaining long-term client relationships to understand financial goals.\"},{\"question\":\"What responsibilities are included in account administration?\",\"answer\":\"Administer wealth management accounts (including IRAs, individual portfolios, institutional relationships, and personal trusts), coordinate investing using model portfolios, perform annual account and investment reviews, ensure correct tax codes, and support estate and financial planning with advisors.\"},{\"question\":\"How does the role support business growth?\",\"answer\":\"Sustains relationships in the local legal, accounting, and professional community to increase business and referrals, participates in bank-wide business development and training, cross-sells banking products, and represents the bank in professional and community organizations.\"}]","Wealth Management Officer - Job Posting | PDF",1789352656]