Financial Planner
CBI Bank & Trust is hiring for Financial Planner in Bettendorf, IA. Mid level. First seen November 3, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- CBI Bank & Trust
- Where
- Bettendorf, IA, US
- Level
- Mid
- First seen
- November 3, 2026
- Listed via
- Paylocity
What the posting says
Description Position Summary The Financial Planner serves as a trusted advisor to individuals, families, retirees, business owners, and trust clients by providing comprehensive financial planning, wealth management guidance, and relationship management services. This position works closely with clients to identify financial goals, analyze needs, and develop planning strategies tailored to their personal circumstances. The advisor recommends investment solutions utilizing the trust company's approved investment platforms and portfolio models and collaborates with Trust Officers and Investment…
Read more and apply on CBI Bank & Trust's site
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