Company ConfidentialSr Financial Planning Advisor Company ConfidentialSr Financial Planning Advisordes moines, IA$150,000–$200,000 / yearFull timeThe Senior Financial Planning Advisor is responsible for delivering comprehensive, holistic financial planning and investment advisory services, including:Cash flow and tax-aware planningRetirement planningEstate and legacy planningInsurance and risk management planningInvestment strategy and portfolio managementIn addition to client service responsibilities, approximately 25% of the role will be dedicated to business development through relationship-building, referrals, and identifying prospective clients aligned with the firm’s target profile. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorW Des Moines, Iowa$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Thrivent Financial for LutheransTeam Based Financial Advisor - Mississippi Valley Associates Thrivent Financial for LutheransTeam Based Financial Advisor - Mississippi Valley AssociatesCedar Rapids, IAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.
Thrivent Financial for LutheransFinancial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge Thrivent Financial for LutheransFinancial Advisor - Central Iowa/Des Moines/Ames/Fort Dodgefort dodge, IAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Thrivent Financial for LutheransFinancial Advisor - Eastern Iowa/Cedar Rapids/Quad Cities Thrivent Financial for LutheransFinancial Advisor - Eastern Iowa/Cedar Rapids/Quad CitiesIowa City, IAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Northwestern Mutual - Cedar RapidsFinancial Advisor with Athletic Background Northwestern Mutual - Cedar RapidsFinancial Advisor with Athletic BackgroundCedar Rapids, IAAthletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
LPL Financial Holdings IncFinancial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankDes Moines, IA$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Des Moines, IA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
LPL Financial Holdings IncFinancial Advisor - First National Bank LPL Financial Holdings IncFinancial Advisor - First National BankDes Moines, IA$100,000–$150,000 / yearThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Rosecrance Inc.NewFinancial Advisor Rosecrance Inc.Financial AdvisorSioux City, IAPart timeConduct registration with all new/returning clients, including, but not limited to, concurrent documentation in EHR of demographic information, reviewing and ensuring completion of opening paperwork, and effective communication to clients and staff regarding admission- site specific. 2. Handle all third party insurance processing for patients, including determination and verification of benefits, financial interview with clients or guardians, and follow-up of financial commitments, while checking for consistency of commitments.
San Blas SecuritiesFinancial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Greater Des Moines, IAFull timeThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Hills BankWealth Management Advisor Hills BankWealth Management AdvisorIowa City, IAAdminister 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. Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowa JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowades moines, IAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IACedar Rapids, IAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Davenport, IA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Davenport, IADavenport, IAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Waterloo, IA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Waterloo, IAWaterloo, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Davenport, IA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Davenport, IADavenport, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowa JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IowaDes Moines, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Altoona, IA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Altoona, IAAltoona, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IACedar Rapids, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
ChoreoAssociate Advisor, Wealth Management ChoreoAssociate Advisor, Wealth ManagementCedar Rapids, IAOur Cedar Rapids, IA office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Jackson Recovery Centers, Inc.Financial Adv Team Leader Jackson Recovery Centers, Inc.Financial Adv Team LeaderSioux City, IAPart timePosition Purpose:The Financial Advisor Team Leader assists in managing and maintaining client business accounts and serves as a resource to staff, clients, and their families regarding treatment funding options. Coordinate and distribute worklists and reports for the team, assess the timeliness of report completion, and reallocate resources as needed to ensure deadlines are met.
Carson GroupWealth Advisor- Cedar Rapids, IA Carson GroupWealth Advisor- Cedar Rapids, IACedar Rapids, IA$37,500–$66,200 / yearAs a Director of First Impressions, you can expect to: • Greet clients and make them feel comfortable when visiting the office • Manage all areas of CWM reception area, keeping area presentable, clean and stocked (coffee, snacks, water, etc.) • Answer all incoming calls with exceptional customer service • Take messages as appropriate • Love Affair Marketing services to clients, coordinates gifts & cards (birthdays, anniversaries, condolences), random acts of kindness, etc. To be successful in this role, you will need to have: • Polished and professional presentation • 2-3 years of experience working in a professional office • Excellent attitude and an extraordinary client service orientation • The ability to handle multiple tasks and handle a fast-paced environment • Computer literacy to easily learn new programs • Excellent organizational and time management skills • A genuine interest in serving and caring for other people.
Northwestern Mutual - Greater Iowa CityClient Advisor Seeking Former Athlete Northwestern Mutual - Greater Iowa CityClient Advisor Seeking Former AthleteIowa City, IAWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Mortgage, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Garrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®: How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years.
Carson Group Holdings, LLCNewWealth Advisor- Cedar Rapids, IA Carson Group Holdings, LLCWealth Advisor- Cedar Rapids, IACedar Rapids, IA$60,000–$125,000 / yearIf you are passionate about providing financial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients first, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
First Community TrustAssociate Wealth Advisor First Community TrustAssociate Wealth AdvisorDubuque, IowaFCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Complete day-to-day administration of accounts and complete new and existing client paperwork, annual account reviews and assist with other projects.
Farm Bureau Financial ServicesCompliance Field Advisor Farm Bureau Financial ServicesCompliance Field AdvisorWest Des Moines, IAYou will also assist in the training and development of team members educating the field force on new and existing compliance issues audit the effectiveness of procedural changes provide new supervisor training within the assigned territory and assist with the audit workflow and reporting as necessary. As a Compliance Field Advisor you will prepare written reports of the office examination for compliance and management review and develop action plans identifying and addressing areas of potential problems related to company policies and industry regulations.
Security National BankTrust Advisor Security National BankTrust AdvisorSioux City, IAPart timeAs a Trust Advisor, you’ll play a key role in that work, guiding clients through complex financial decisions, building lasting relationships, and administering fiduciary accounts with care and precision—all within a collaborative team backed by more than 74 years of trust and estate expertise. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank.
Eastern Iowa Community CollegeNewConcurrent Enrollment Advisor Eastern Iowa Community CollegeConcurrent Enrollment AdvisorClinton, IA$47,400–$58,100 / yearAdvocate for the needs of low-income, first generation and disabled students when serving on internal work groups or committees to foster an institutional climate that is supportive of these student populations. Position Title Concurrent Enrollment Advisor Job Category S8 Job Type Administrative/Professional Staff Supervisor's Title Associate Dean of Concurrent Enrollment Students Location Clinton Community College (20) Job Description.
Carson Group Holdings LLCWealth Advisor- Cedar Rapids, IA Carson Group Holdings LLCWealth Advisor- Cedar Rapids, IACedar Rapids, IA$60,000–$125,000 / yearPart timeIf you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.
St. Ambrose UniversityAcademic & Career Advisor St. Ambrose UniversityAcademic & Career AdvisorCedar Rapids, IAAdvocate for online student needs and retention by means of providing feedback and insight on undergraduate course needs, monitoring progress and communicating with students about important LMS (learning management systems) and academic deadlines relevant to their success. Ambrose University and its affiliate campuses are an inclusive, Catholic and diocesan community of learners empowering all members of that community to act courageously, to seek wisdom through faith and reason, to work for justice and mercy, and to lead lives of service.
AMERICAN SENIOR BENEFITS LLCIA-Waterloo Insurance Advisor AMERICAN SENIOR BENEFITS LLCIA-Waterloo Insurance AdvisorCedar Rapids, Iowa$61,000–$101,000 / yearFlexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential . We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials.
Genesis Health ClubsFitness Advisor Genesis Health ClubsFitness AdvisorDes Moines, IAMainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work with a team.
ADMPrincipal Reliability Advisor - Des Moines, IA ADMPrincipal Reliability Advisor - Des Moines, IADes Moines, IA$104,100–$195,300 / yearWe are committed to attracting and retaining a diverse workforce and create welcoming, truly inclusive work environments — environments that enable every ADM colleague to feel comfortable on the job, make meaningful contributions to our success, and grow their career. This position has priorities across multiple business units and will collaborate with Maintenance Managers, other business leaders, and peers across the company to implement and execute an enterprise-wide reliability program to drive a culture of improved asset performance.
Genesis HealthcareNewFitness Advisor Genesis HealthcareFitness AdvisorDes Moines, IAMainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work with a team.
SageAccount Executive – Financial Services SageAccount Executive – Financial ServicesDes Moines, IAWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramW Des Moines, Iowa$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Northwestern Mutual - Cedar RapidsInternship Program - Financial Planning Northwestern Mutual - Cedar RapidsInternship Program - Financial PlanningCedar Rapids, IAdeeply committed to giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family. The Northwestern Mutual College Financial Planning internship offers hands-on experience in building a financial.
Walmart Inc(USA) Tire and Battery Service Advisor Walmart Inc(USA) Tire and Battery Service AdvisorCouncil Bluffs, IA$20–$27 / hourBe a Talent Ambassador Being a brand advocate by valuing the members experience in the TBC area and modeling high quality service and products developing influencing and inspiring others for working in a style that is respectful supportive and team oriented understanding the roadblocks and assisting in training team members. Respect the Individual: Embraces differences in people cultures ideas and experiences creates a workplace where associates feel seen supported and connected through a culture of belonging creates opportunities for all associates to thrive and perform helps to attract the best talent.
Heartland Roofing, Siding and Solar LLCProject Advisor Heartland Roofing, Siding and Solar LLCProject AdvisorDes Moines, IAWith continuous learning opportunities, youll always stay ahead in a competitive industry while unlocking new levels of success. Our team embraces a mindset of excellence, where everyone steps up, supports one another, and takes pride in delivering outstanding results.
American National Group IncInternal Wholesaler, Eagle Life American National Group IncInternal Wholesaler, Eagle LifeWest Des Moines, IAExecutes consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork. Create plans for presenting EL products and offerings to support financial advisors in meeting their business needs, remaining flexible in discovering more about their business and where our products can support their needs and determine what is appropriate to offer.
Sammons Financial GroupNewInternal Wholesaler - Sammons Retirement Solutions Sammons Financial GroupInternal Wholesaler - Sammons Retirement SolutionsWest Des Moines, IowaSuitability Requirements: • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. • Execute consistent follow up with financial advisors to advance the sales process and deepen advisor relationships including follow up sales calls, manage problem resolutions, thank you calls and running and emailing illustrations and necessary paperwork.
CAPTRUSTSenior Institutional Client Management Associate CAPTRUSTSenior Institutional Client Management AssociateWest Des Moines, IowaPrimary responsibilities may include the following, among others: Responsibilities: Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in managing their book of business by ensuring service needs are carried out with the highest level of attention and in a timely manner. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
Principal Financial GroupManaging Director, Head of Advice & Distribution for Individual Solutions Principal Financial GroupManaging Director, Head of Advice & Distribution for Individual SolutionsDes Moines, IowaRemote$242,000–$328,000 / yearIn this role you'll be responsible for defining and building an at scale, category-defining advice and distribution platform that delivers high-quality, technology-enabled financial education, guidance, and advice to millions of workplace participants – bridging the gap between retirement, wealth, and holistic financial decision-making. This leader will architect the advice operating system, rules frameworks, tools, planning philosophy, and build and execute a modern distribution engine that integrates human advisors, digital experiences, and strategic internal and external partners into a unified client journey.
Pacific Investment Management Co LLCAccount Manager, Private Client Group Pacific Investment Management Co LLCAccount Manager, Private Client GroupIA$205,000–$240,000 / yearPCG focuses on fostering, growing, and strengthening relationships with sophisticated financial advisors, registered investment advisors (RIAs), multi-family offices, bank trusts, and regional centers of influence by delivering the firm's full breadth of thought leadership and investment solutions. A key responsibility of this role be to advance the distribution of the firm's strategies to PCG clients by developing a deep understanding of client/prospect-specific investment goals, facilitating their ability to navigate complexity, and effectively communicating PIMCO's capabilities.
Sztapka Region - Modern Woodmen of AmericaInsurance Agent with Training Sztapka Region - Modern Woodmen of AmericaInsurance Agent with TrainingSioux City, SDAt Sztapka Region - Modern Woodmen of America, our vision is to be a trusted guide in the financial journeys of individuals, families, and businesses—offering more than numbers, but relationships built on care, culture, and long-term wellbeing. Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck.
Northwestern Mutual - Greater Iowa CityEntry Level Sales Representative Northwestern Mutual - Greater Iowa CityEntry Level Sales RepresentativeIowa City, IAGarrett Brander, Wealth Management Advisor CFP®, ChFC®, RICP®, WMCP®: How long with NM: Started as an intern in 2011; later became Managing Director for the Iowa City office, where he served for seven years. Ben Frazier, Growth and Development Director: How long with NM: 4 years, starting as a Financial Advisor, now Growth and Development Director; Multicultural Leadership Program and Fastrac Academy graduate.
Software Guidance & AssistanceRVP, External Wholesaler- Iowa Software Guidance & AssistanceRVP, External Wholesaler- IowaDes Moines, IARemote$0–$60,000 / yearWe are seeking polished, relationship-driven financial services sales professionals with strong wholesaling experience, a consultative sales approach, and the ability to build long-term partnerships within the independent advisor and broker-dealer channels. Software Guidance & Assistance, Inc. (SGA) is searching for a Regional Vice President / External Wholesaler for a full-time opportunity with a leading global alternative investment and insurance platform in the Des Moines, Iowa territory.
Stifel Financial CorpPart time Client Service Associate NR Stifel Financial CorpPart time Client Service Associate NRAmes, IAThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Equitable Financial Life Insurance CompanyWealth Management Associate - IA, Cedar Rapids, Iowa City (5137) Equitable Financial Life Insurance CompanyWealth Management Associate - IA, Cedar Rapids, Iowa City (5137)Iowa City, IA393454true393454falseSubmission for the position Wealth Management Associate - IA Cedar Rapids Iowa City 5137 - Job Number 240000KAfalse393454falsetrueWealth Management Associate - IA Cedar Rapids Iowa City 5137240000KAUNITED STATES-IA-Cedar RapidsUNITED STATES-IA-Cedar RapidsUNITED STATES-KS-Overland ParkUNITED STATES-KS-Overland ParkEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
StifelPart-time Client Service Associate - NR StifelPart-time Client Service Associate - NRAmes, IowaWhat You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.