Experienced Financial Advisor

$300k

New York Life Iowa General Office

Cedar Rapids, IA

Job Description
Job Description
Join New York Life Iowa General Office as an Experienced Financial Advisor, where you’ll play a crucial role in helping individuals and families achieve financial security and peace of mind. We offer a supportive and innovative culture that values your expertise and commitment to excellence. As part of a company renowned for its financial strength and stability, you’ll have access to comprehensive benefits from day one, including medical, dental, and vision insurance, along with opportunities for career advancement in a nurturing environment.
You'll be empowered to develop personalized financial plans, guiding clients through insurance and investment options to meet their unique goals. We believe in fostering your growth, providing ongoing training and development opportunities to enhance your skills and expand your professional horizon. As a part of our team, you’re not just building a career—you’re building a future. If you're ready to make a difference and grow with a leader in the financial industry, let's take the next step together. Compensation:
$300,000 plus
Responsibilities:
Develop and implement personalized financial strategies to meet the unique needs of each client.
Build and nurture long-term relationships with clients, ensuring trust and satisfaction.
Collaborate with team members to share insights and strategies, fostering a culture of innovation.
Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice.
Conduct regular reviews of clients' financial plans to ensure alignment with their evolving goals.
Utilize New York Life's resources to enhance your knowledge and deliver exceptional service.
Engage in continuous professional development to advance your skills and career within the company.
Qualifications:
Experience in developing and implementing personalized financial strategies tailored to individual client needs.
Ability to build and nurture long-term relationships with clients, ensuring trust and satisfaction.
Proven track record of collaborating effectively with team members to foster a culture of innovation.
Strong understanding of industry trends and regulatory changes to provide clients with up-to-date advice.
Ability to conduct regular reviews of clients' financial plans to ensure alignment with their evolving goals.
Proficiency in utilizing New York Life's resources to enhance knowledge and deliver exceptional service.
Commitment to continuous professional development to advance skills and career within the company.
About Company
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Experienced Financial Advisor in Cedar Rapids, IA vacancy

Experienced Financial Advisor
...Join us as an Experienced Financial Advisor at New York Life, where you'll have the opportunity to empower individuals and businesses with tailored insurance solutions. You'll be part of a team that values integrity and excellence, supported by a company renowned for its...
Suggested
Immediate start
WizeHire
Cedar Rapids, IA
2 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Cedar Rapids, IA
2 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Suggested
Work at office
Unavailable
Cedar Rapids, IA
1 day ago
Financial Advisor
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...
Suggested
Full time
Local area
New York Life Iowa General Office
Cedar Rapids, IA
14 hours ago
Financial Advisor
$51.8k - $95.9k
...Application Deadline: 08/27/2026 Address: 700 First Ave. NE Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest...
Suggested
Contract work
Part time
Local area
Bank of Montreal
Cedar Rapids, IA
1 day ago
Financial Representative
...America Managing Partner at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Rapids, IA $500.00-$1,000.00 2 weeks ago Credit Analyst - Experienced Professional Cedar Rapids, IA $94,000.00-$110,000.00 2 weeks ago...
Full time
Internship
Local area
Modern Woodmen
Cedar Rapids, IA
14 hours ago
Financial Advisor
...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Cedar Rapids, IA
4 days ago
Financial Advisor Training Program
...Health insurance Opportunity for advancement Training & development Vision insurance The Northwestern Mutual College Financial Advisor internship offers hands-on experience in building a financial planning practice with the support of a Fortune 500 company....
Full time
Internship
Work at office
Local area
Flexible hours
Northwestern Mutual - Cedar Rapids
Cedar Rapids, IA
2 days ago
Security Operations Analyst
...GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the... ...financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of...
Temporary work
Casual work
Work at office
Work visa
Flexible hours
GreatAmerica Financial Services
Cedar Rapids, IA
4 days ago
Remote Financial Wellness Advisor | Flexible Growth
Aogarciaagency, located in Cedar Rapids, Iowa, is seeking a passionate individual for a client-focused role. This position offers flexibility and growth opportunities, allowing you to balance personal and professional life. You will conduct virtual consultations, assess...
Remote work
Flexible hours
Aogarciaagency
Cedar Rapids, IA
4 days ago
Financial Consultant
...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Cedar Rapids, IA
4 days ago
Financial Consultant
...WealthBridge Financial Group in Cedar Rapids is looking for a dedicated Financial Consultant. In this role, you will engage with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning. Your...
WealthBridge Financial Group
Cedar Rapids, IA
4 days ago
Teller
$17 per hour
...areas of the bank. You will begin in your branch shadowing an experienced co-worker to gain familiarity with your new role. Next, you... ...as referrals for other bank products. Identify customer's financial services needs and cross-sell services to meet those needs....
Hourly pay
Full time
Bank staff
Work at office
Monday to Friday
Night shift
Day shift
Hills Bank
Cedar Rapids, IA
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...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. Our college financial representatives, who come from...
Full time
Internship
Local area
Unavailable
Cedar Rapids, IA
2 days ago
College Financial Representative, Internship Program
$1,000 per month
...College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Cedar Rapids, IA
2 days ago
Lead Financial Analyst - Legal Entity Accounting & Reporting
$97k - $129k
...a century ago, we were among the first financial services companies in America to serve... ...Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings &... ...process improvements and mentoring less experienced team members.Job Description ResponsibilitiesServe...
Full time
Contract work
Work experience placement
Work at office
Remote work
Worldwide
Transamerica
Cedar Rapids, IA
1 day ago
Financial Analyst II
$64.05k - $80k
...Segra is searching for a qualified and experienced Financial Analyst II to join us in a full-time capacity. Location Requirement The work arrangement for this role is a hybrid position, requiring a minimum of three (3) days in the office, with flexibility to work remotely...
Full time
Work at office
Immediate start
Remote work
Flexible hours
2 days per week
Segra
Cedar Rapids, IA
2 days ago
College Financial Representative, Internship Program - 2026-25216 - Woodland Hls, California
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Cedar Rapids, IA
1 day ago
Credit Portfolio Manager
...GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the... ...financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of...
Temporary work
Casual work
Work at office
Work visa
Flexible hours
GreatAmerica Bank National Association
Cedar Rapids, IA
1 day ago
Financial Analyst II
$64.05k - $80k
Segra is searching for a qualified and experienced Financial Analyst II to join us in a full-time capacity. Location Requirement The work arrangement for this role is a hybrid position, requiring a minimum of three (3) days in the office, with flexibility to work remotely...
Full time
Work at office
Immediate start
Remote work
Flexible hours
2 days per week
Segra
Cedar Rapids, IA
5 days ago
Information Security Analyst
...budgets. Oversees the implementation of security controls and systems by engineers, technicians and administration. Serves and a key Advisor on the selection of major and critical technological purchases affecting all aspects of the organization's enterprise architecture....
Shift work
Day shift
Afternoon shift
Mercy Care
Cedar Rapids, IA
13 hours ago
Bank Teller
Come join our team and become a BankIowan! We are currently looking for a Full-Time Client Servicing Teller for our Southwest Cedar Rapids Branch! Position Summary: Perform all assigned client service and operational functions as shown on the teller training checklist...
Full time
Work at office
BankIowa
Cedar Rapids, IA
2 days ago
Sr Risk Manager, GRC Systems
$150k - $180k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...
Full time
Contract work
Work at office
Remote work
Worldwide
Relocation package
Transamerica
Cedar Rapids, IA
4 days ago
Head of Risk Management & Audit
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full Time Management Cedar Crossing Casino & Entertainment Center, Cedar Rapids, IA, US 4 days ago Requisition ID...
Full time
Contract work
Work at office
Local area
Shift work
Night shift
Cedar Crossing Casino & Entertainment Center
Cedar Rapids, IA
1 day ago
Client Servicing Teller
Job Description Job Description Client Servicing TellerTitle: Client Servicing TellerDepartment: ConsumerReports to: Office ManagerPositions Supervised: Non-exemptPosition Summary: Perform all assigned client service and operational functions as shown on the teller...
Work at office
BankIowa
Cedar Rapids, IA
2 days ago
Director, Investment Data & Intelligence
$173k - $215k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...
Full time
Contract work
Work at office
Remote work
Worldwide
Work visa
Relocation package
3 days per week
Transamerica
Cedar Rapids, IA
1 day ago
Financial Specialist
...Financial Specialist As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include: Overseeing the District financial management program. Analyzing the District's financial obligations and expenditures to ensure compliance...
Department of Justice
Cedar Rapids, IA
3 days ago
Portfolio Manager, Funding Strategies (Hybrid - Baltimore or Philly)
$165k - $195k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...
Full time
Work at office
Remote work
Worldwide
Transamerica
Cedar Rapids, IA
4 days ago
Principal Reliability Advisor - Cedar Rapids, IA or ADM site
Job DescriptionPrincipal Reliability Advisor - Cedar Rapids, IAThis is a permanent, full-time, exempt-level position. *** Ideal work locations... ...wellness center access or gym reimbursement (as applicable).Financial wellness - flexible spending accounts, health savings account,...
Hourly pay
Permanent employment
Full time
Worldwide
Relocation package
Flexible hours
ADM
Cedar Rapids, IA
1 day ago
Lead Financial Analyst - Private Credit Operations
$97k - $129k
...their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from... ...1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised...
Full time
Contract work
Work experience placement
Work at office
Remote work
Worldwide
Transamerica
Cedar Rapids, IA
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!