Jobs
>
Iowa City

    Financial Advisor - Iowa City, United States - Lead Advisor

    Lead Advisor
    Lead Advisor Iowa City, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are sold for commission and advisory services are central to the execution of client outcomes.

    This position is an entry to mid-level advisory role with responsibility for servicing and managing primarily new and existing client relationships as lead or co-advisor, formulating, and implementing planning advice – supported by the firm's technical specialists. You are also responsible for supporting the new business development efforts of partner advisors and developing your own new business development network.

    Duties and Responsibilities:

    An ideal candidate has the ability to build and maintain long-term relationships through strong written and oral communication. Moreover, this candidate exhibits incredible attention to detail and ability to manage and prioritize tasks.

    · Responsible for delivery of our service models by adhering to the company's guidelines

    · Assume co-advisory/service relationships with selected existing clients

    o Take lead on routine and follow-up contact with clients

    o Coordinate comprehensive financial planning process along with Planning Team from start-to-finish for client updates, manage on-going advisory, and new opportunity identification

    · Participate in new client relationship development

    o Participate in planning meetings regarding new prospects/new clients

    o Coordinate follow-up workflow items with new clients

    · Develop new clients through personal prospecting efforts, prior client relationships and development of referral sources and centers of influence

    · Develop knowledge and familiarity with company processes, technologies, service models, and personnel

    · Responsible for ensuring client and company tasks are documented and executed

    · Maintain team approach by assisting and filling in for others

    Core Competencies:

    · Ability to prepare and present basic financial planning concepts to clients

    · Ability to build business development networks and begin acquiring new clients

    · Client first attitude. Strong customer service skills – is passionate about meeting the needs and requirements of clients

    · High attention to detail and accuracy. Diligent and timely follow-through on client tasks. Ability to manage multiple tasks and deadlines and work in a fast-paced environment

    · Strong interpersonal skills; natural ability to build rapport with team members and clients; relates well to all kinds of people.

    · Process oriented – consistently adheres to and seeks to improve internal processes

    · Demonstrates strong analytical and problem-solving skills

    · Intellectually curious; continuously develops strong knowledge of wealth management

    · Understanding of and adherence to our investment philosophy, code of ethics and regulatory compliance

    · Composure and professionalism

    · Excellent verbal and written communication skills

    · Team player. Desire to collaborate with others as part of a team

    · A relentless drive and ambition to improve. Possess a growth mindset. Eager to receive and accepting of feedback

    · Exhibits the company's Core Values

    Qualifications:

    The Financial Advisor position typically requires the following qualifications:

    · Bachelor's Degree from an accredited college or university (required)

    · Minimum 2 years of industry experience

    · Series 65 licensing or willingness to pass exam within 3-6 months of hire date

    · Well networked individual with infectious and positive attitude

    · Intellectual curiosity and thirst for information

    · Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as familiarity with financial planning software

    · Capacity to fulfill high touch client needs and client first attitude

    Any combination of equivalent education and work experience will be considered.

    Location: Iowa City, Iowa

    Salary: 60-75k

  • Prudential Financial

    Financial Advisor

    2 weeks ago

    Prudential Financial Iowa City, United States

    Prudential Advisors is looking for an experienced financial professional in the Iowa City area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the too ...

  • Lead Advisor

    Financial Advisor

    3 weeks ago

    Lead Advisor Iowa City, United States

    We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outc ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Coralville, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing someone else's life for the better is also life-changing for you – personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from your career? Are ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Coralville, United States

    GET MORE OUT OF YOUR CAREER · Choose a career where changing someone elses life for the better is also life-changing for you personally, professionally, and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fulfillment from your career? Are ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America Johnson City, United States

    Merrill Financial Solutions Advisor - Tennessee Valley Market · Chattanooga, Tennessee;Huntsville, Alabama; Knoxville, Tennessee; Kingsport, Tennessee; Florence, Alabama; Morristown, Tennessee; Johnson City, Tennessee · **Job Description:** · At Bank of America, we are guided ...

  • Prudential Financial

    Financial Advisor

    2 weeks ago

    Prudential Financial Cedar Rapids, United States

    Prudential Advisors is looking for an experienced financial professional in the Cedar Rapids area area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with ...

  • LPL Financial

    Financial Advisor

    1 week ago

    LPL Financial Muscatine, United States Full time

    Financial Advisor – CBI Bank and Trust · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at CBI Bank and Trust in Muscatine, IA would allow you to joi ...

  • Prudential Financial

    Experienced Financial Advisor

    2 weeks ago

    Prudential Financial Cedar Rapids, United States

    Prudential Advisors is looking for an experienced financial professional in the Cedar Rapids area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look ...

  • HR Full Circle Consulting LLC

    Established Financial Advisor

    1 week ago

    HR Full Circle Consulting LLC Cedar Rapids, United States

    Job Description · Job DescriptionWe are partnering with Merrill Wealth Management on an opportunity for an established, growth-minded Financial Advisor in central Illinois or Iowa. Here are a few of the extraordinary advantages of being on the Merrill team. Contact me to find out ...

  • Northwestern Mutual - Quad Cities

    Financial Advisor Entry Level

    1 week ago

    Northwestern Mutual - Quad Cities Muscatine, United States Full time

    Benefits:401(k) · Bonus based on performance · Company parties · Dental insurance · Flexible schedule · Health insurance · Opportunity for advancement · Training & development · Vision insurance · Join the winning team at Northwestern Mutual of the Greater Quad Cities District. O ...

  • Charles Schwab

    Sr. Manager, Wealth Advisor

    2 weeks ago

    Charles Schwab Lone Tree, United States Full time

    Position Type: Your opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Senior Wealth Advisor within Schwab ...

  • Charles Schwab

    Wealth Advisor

    2 weeks ago

    Charles Schwab Lone Tree, United States Full time

    Position Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Wealth Advisor within Schwab ...

  • Charles Schwab

    Director, Tax Planning Specialist

    2 weeks ago

    Charles Schwab Lone Tree, United States Full time

    Position Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth & Advice Solutions (W ...

  • Charles Schwab

    Customer Service

    1 week ago

    Charles Schwab Lone Tree, United States Full time

    Position Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Client Banking Services Profes ...

  • MidWestOne Bank

    LPL Registered Investment Sales Associate

    3 days ago

    MidWestOne Bank Iowa City, Iowa, United States Permanent

    Overview: · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops y ...

  • University of Iowa Foundation

    Vice President of Development, Health Sciences

    1 week ago

    University of Iowa Foundation Iowa City, United States

    Advances the University of Iowa by providing strategic leadership and oversight for all Health Sciences fundraising programs. Maintains relationships with university administrators and ensures their full trust and confidence in our organization. Works with Development leadership ...

  • MidWestOne

    Vice President- Corporate Accounting Manager

    3 weeks ago

    MidWestOne Iowa City, United States

    Overview · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops yo ...

  • MidWestOne

    Vice President- Corporate Accounting Manager

    3 weeks ago

    MidWestOne Iowa City, United States

    Overview: · At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops ...

  • U.S. Bank

    Business Banking Relationship Manager

    2 weeks ago

    U.S. Bank Iowa City, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • MidWestOne

    Vice President- Corporate Accounting Manager

    3 weeks ago

    MidWestOne Iowa City, United States

    Overview: · At MidWest · One, · our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, dev ...