Community State Bank is seeking aFull-Time Wealth Managerto join our growing team of dynamic Wealth Management professionals in Fort Wayne, Indiana. Apply today and see why CSB is a great place to work!

Job Title:Wealth Manager Division:Wealth Management FLSA Classification:Exempt Pay Rate:Salary

Position Purpose:The Wealth Manager (WM) is responsible for managing and administering trusts, estates, and other fiduciary accounts. The WM will work closely with clients to understand their financial goals and objectives and develop strategies to help them achieve those goals. The WM also ensures that all legal and regulatory requirements are met, and that all transactions are properly documented and recorded.

Job Requirements Education:A 4-year degree in finance, business, or related field required. Specialized wealth management licensure, including CPWA, CTFA, CSOP, or equivalent is required.

Experience:A minimum of three to five (3-5) years experience in a trust administration normally required. Knowledge of trust and estate laws and regulations, as well as other industry regulations, is required.

Skills:Exceptional verbal and written communication skills; advanced problem-solving, analytical, and critical thinking skills; strong attention to detail; highly organized; ability to multi-task accurately and efficiently; ability to type at least 50 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluent communication in the English language; ability to travel between Bank and client locations as needed.

Essential duties include, but are not limited to: CSB Cultural Expectations

• Commit to learning, integrating, and modeling CSBs I CREATE core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality
• Align to bank-wide vision, mission, and business objectives.
• Commit to continuous personal and professional growth in the areas of teamwork, customer service, and job specific competencies.

General Expectations

• Identifying clients financial risks and developing strategies to mitigate them.
• Set up, manage and administer trusts, estates, and other fiduciary accounts.
• Develop, recommend, and implement appropriate strategies to help clients achieve their financial goals and objectives.
• Creating plans for transferring wealth to heirs and/or charitable organizations.
• Ensure that all legal and regulatory requirements are met.
• Ensure that all transactions are properly documented and recorded.
• Communicate regularly and professionally with clients to provide updates on their accounts.
• Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services.
• Remain up to date on industry trends and best practices.

Compliance/Other Expectations

• Maintain compliance with federal, state, and local laws regarding wealth management, trust, and estate services.
• Remain up to date on industry regulations.
• Be fully trained and knowledgeable in all compliance related areas of banking, trust services, and wealth/investment management including, but not limited to: BSA, OFAC, Reg E, NACHA, Dodd-Frank, ERISA, FINRA guidelines, etc.
• Perform other duties as assigned.

Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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