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Financial Advisor

Apple & Associates Lincoln Full-Time
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Financial Advisor


Cedar Rapids, IA


DOE


Our client is actively looking for a Financial Advisor for their Cedar Rapids, IA office. This Advisor will be responsible for meeting with new and existing clients.


Key Responsibilities:



    • Conduct and lead client meetings; develop meeting agenda, prepare all servicing materials and deliver financial planning advice to a defined set of clients.

    • Follow up on individual and firm-generating leads.

    • Responsible for planning work, setting priorities and having a working plan for daily, weekly, monthly, quarterly and annual activity.

    • Schedule activities to ensure the timely completion of planning and service activities.

    • Complete internal business tracking and verifies trade/transaction with accuracy.

    • Responsible for continuing education requirements in maintaining licensure.





Additional Incentives:



    • Health, dental and vision insurance

    • Life insurance

    • PTO (holidays, vacation, etc.)

    • Short Term Disability

    • Simple IRA


Financial advisor, clients, finance, Series 7, Series 66, health insurance licensure

Job Qualifications:



    • Bachelor’s Degree is required.

    • Work experience in the financial industries area is required.

    • State licenses and registrations: including Series 7, Series 66, state life, accident and health insurance licensure.

    • Valid driver’s license is required.

  • Travel to other office locations may be required.

Recommended skills

Life Insurance
Series 7 General Securities Representative License (Stockbroker)
Series 66 Uniform Investment Adviser : Combined State Laws License (Combined 63 And 65)
Health Insurance
Finance
Scheduling

Location

CareerBuilder Estimated Salary

Based on Job Title, Location and Skills
$94K
Below Avg. Average Above Avg.
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Job ID: SG2000

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