Financial Advisor

Financial Advisor

Job ID: 02675346
Date: 08-16-2019
Location: Waterloo, IA
Degree: 4 year degree preferred
Salary: $0 – $0

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Financial Advisor

Cedar Falls, IA

DOE

Our client is actively looking for a Financial Advisor for their Cedar Falls, 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.

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.

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
To Apply please email mike@erpmd.com