Sr Financial Planning Advisor Vaco LLCSr Financial Planning Advisordes moines, IA$150,000–$200,000 / yearDetermining 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. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Registered Branch Associate Edward JonesRegistered Branch AssociateOrange City, IAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Investment Services Relationship Manager Integrity Marketing Group, LLCInvestment Services Relationship ManagerUrbandale, IACreate and maintain monthly reporting for the Advisory Investment Services team including monthly AUM changes and any new advisors closing new business, daily and weekly AUM changes and any additional reporting required by the firm. Duties include working with these companies to obtain product information, marketing brochures, selling agreement contacts, and any other information that will help Integrity Alliance advisors/representatives provide solutions to their clients.
Investment Due Diligence Specialist Integrity Marketing Group, LLCInvestment Due Diligence SpecialistUrbandale, IAThe formal launch of the Integrity Wealth brand brings together Integrity's formidable and diverse wealth-focused partner firms to more comprehensively work with the company's Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime. Product and provider collaboration: Maintain partnerships with providers (mutual funds, annuities, TAMPs, and retirement firms) to gather product information, secure marketing materials, and ensure smooth product access for advisors.
Investment Trader Integrity Marketing GroupInvestment TraderUrbandale, IowaExecuting transactions for Integrity’s Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Financial Advisor Northwestern MutualFinancial AdvisorManchester, Iowa$61,000–$250,000 / yearFull timeNorthwestern 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.
J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area)Cedar Rapids, IAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Moline, IL (Quad Cities area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Moline, IL (Quad Cities area)Davenport, IAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas)Des Moines, IAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Altoona, IA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Altoona, IAIAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Waterloo, IA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Waterloo, IAWaterloo, IAUsing 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.
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.
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.
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.
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.
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.
Senior Accountant, Insurance Investments NcmicSenior Accountant, Insurance InvestmentsClive, IowaThis role provides ownership of critical investment accounting processes, ensures the timely and accurate recording and reconciliation of complex investment activity, supports financial statement preparation and regulatory filings, and partners across finance, operations, auditors, and other stakeholders to maintain strong internal controls, resolve issues and enhance the quality and efficiency of investment-related reporting. Prepare monthly investment income and related financial reporting for NCMIC Insurance Company, Professional Solutions Insurance Company, NCMIC RRG, Inc., NCMIC Group, Inc., and Sextant Investment Advisors, LLC, including analysis of actual results versus budget and communication of key variances to support informed financial and operational decision-making.
Compliance 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.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerDes Moines, IAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Sr. Investment Operations Associate-IOWA RK PartnersSr. Investment Operations Associate-IOWAClive, IAA rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes. This role is ideal for someone who is detail‑oriented, process‑driven, and experienced in investment operations within a fast‑paced advisory environment.
Investment Analyst/Paraplanner Midwest Heritage ServicesInvestment Analyst/ParaplannerIowaContacts: This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage. This position is an instrumental role assisting in daily business operations and helping to conduct the smooth operation of a fast-paced, friendly, and successful financial planning practice.
Merrill Financial Solutions Advisor (Partially Licensed) – Mid-Land Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) – Mid-Land MarketDavenport, IowaJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Financial Solutions Advisor (Partially Licensed) - Mid-Land Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Mid-Land MarketDavenport, IA$36.06–$40.87 / hourAccount Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management. Job expectations include leveraging technology to achieve business growth goals profiling activities to determine a clients investor profile and financial resource objectives building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteIARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Compliance Advisor Principal Financial Group IncCompliance AdvisorDes Moines, IARemote$104,400–$150,000 / yearWho You Are 6+ years related experience (mutual fund and/or insurance carrier broker-dealer compliance experience preferred) Bachelor's degree, JD, or MBA considered in lieu of experience Excellent written and oral communication skills Advanced analytical, problem solving, and organizational abilities High level of creativity and resourcefulness Demonstrated application of robust data analysis and reporting capabilities Experience in assessing and implementing process improvements Mentoring and coaching experience Demonstrated application of risk management frameworks and concepts Ability to interact with regulatory bodies Expert knowledge and experience with mutual fund, ETF, private fund, variable insurance and/or group annuity products and services, and the related governing securities laws and regulations. Grand Island, NE: $104,400 - $122,400 / year Des Moines, IA: $110,200 - $129,200 / year Charlotte, NC: $116,000 - $136,000 / year Chicago/Minneapolis: $127,600 - $149,600 / year Los Angeles/New York City: $139,200 - $150,000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorIAFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Wealth Management Advisor Hills BankWealth Management AdvisorIowa City, IAFull timeAdminister 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.
Wealth Advisor- Cedar Rapids, IA Carson GroupWealth Advisor- Cedar Rapids, IACedar Rapids, IowaIf you are passionate about providing ï¬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 ï¬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.
Financial Advisor Nicolet National BankFinancial AdvisorIowa City, IowaAdvisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm’s financial planning systems. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.
Commercial Insurance - Client Advisor Marsh McLennanCommercial Insurance - Client AdvisorUrbandale, IowaAs a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Wealth Management Advisor - Ames, IA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Ames, IAAmes, IASupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Wealth Management Advisor - Coralville, IA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Coralville, IACoralville, IA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Wealth Management Advisor - Ames, IA TIAAWealth Management Advisor - Ames, IAAmes, IowaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Wealth Management Advisor - Coralville, IA TIAAWealth Management Advisor - Coralville, IACoralville, IowaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Financial 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.
Financial Advisor - DuTrac Credit Union LPL FinancialFinancial Advisor - DuTrac Credit UnionDubuque, Iowa$50,000–$72,000 / yearThis employment opportunity at DuTrac Credit Union in Dubuque, IA would allow you to join the Investment Program at DuTrac Credit Union 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 DuTrac Credit Union for financial solutions.
Financial Advisor - DuTrac Community Credit Union LPL FinancialFinancial Advisor - DuTrac Community Credit UnionDavenport, Iowa$50,000–$72,000 / yearThis employment opportunity at DuTrac Credit Union in Davenport, IA would allow you to join the Investment Program at DuTrac Credit Union 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 DuTrac Credit Union for financial solutions.
Wealth Advisor MarinerWealth AdvisorWest Des Moines, IowaAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
Residential Comfort Advisor Midwest ComfortResidential Comfort AdvisorDes Moines, IAAs demand for our services continues to grow, we are looking for an experienced Residential Comfort Advisor to help homeowners evaluate their heating and cooling needs and choose the right solution for their home, budget, and comfort goals. Our reputation has been built by taking care of customers honestly, providing quality workmanship, and helping homeowners make informed decisions without unnecessary pressure.
Commercial Insurance - Client Advisor Marsh & McLennan Companies IncCommercial Insurance - Client AdvisorUrbandale, IA$75,800–$121,000 / yearAs a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Financial 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.
Advisor Website Support Engineer Principal Financial Group IncAdvisor Website Support EngineerDes Moines, IA$62,000–$74,000 / yearBasic planning, organizational, problem-solving, analytical, decision-making and communication skills required Must be able to maintain a high degree of accuracy and confidentiality Must have the desire and ability to learn new technology and continuously grow Must be able to work with people at all levels and demonstrate the ability to understand and embrace change May be required to provide on-call support Skills That Will Help You Stand Out Knowledge of insurance and financial services preferred Demonstrated leadership abilities preferred Strong time management skills preferred Salary Range Information Salary ranges below reflect targeted base salaries. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
Advisor Support (Website and Customer Service) Principal Financial GroupAdvisor Support (Website and Customer Service)Des Moines, Iowa$62,000–$74,000 / yearFull timeSalary Range: $62000 - $74000 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure!
Trust 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.
Trust Advisor SNB CareerTrust AdvisorSioux City, IowaAs 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.
Financial Advisor Bank of MontrealFinancial AdvisorCedar Rapids, IA$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
NewAssociate Wealth Advisor MarinerAssociate Wealth AdvisorWest Des Moines, IowaAs an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items.
Client 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.
Service Advisor Boeckermann Grafstrom & Mayer, LLCService AdvisorWest Des Moines, IARequired Qualifications and Skills: Bachelor's degree or equivalent work experience 5+ years of experience in a financial planning or wealth management firm Certified Financial Planner (CFP) designation required Strong understanding of financial planning concepts, investment products, and compliance requirements Excellent analytical, organizational, and problem-solving skills Exceptional communication and interpersonal skills, with the ability to explain complex concepts clearly Ability to work independently while collaborating effectively within a team Strong time management skills with the ability to manage multiple priorities High level of professionalism, ethics, and client service orientation Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus. This role is ideal for an experienced professional who thrives on building strong client connections, providing strategic financial guidance, and contributing to a collaborative advisory team.
Advisor Manager (Central Territory) TruStage Financial Group IncAdvisor Manager (Central Territory)IA$82,500–$137,500 / yearWorking with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets, build successful credit union relationships, comply with all TWMS (TruStage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in the leadership role. Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.