Strategic Wealth Advisor & Planning Specialist
Koitecc Solutions
Koitecc Solutions in Cedar Rapids, Iowa is seeking an experienced professional for a role in wealth sales and service. The position involves providing comprehensive financial and investment advice in collaboration with team members, as well as developing strategies to achieve sales targets. The ideal candidate should possess relevant experience along with FINRA licenses and a strong understanding of financial products. Joining us means being part of a dynamic environment focused on enhancing the client experience. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Wealth Advisor & Planning Specialist in Cedar Rapids, IA vacancy
- ...Bank of Montreal in Cedar Rapids is seeking a skilled professional to provide financial and investment planning and advice to clients. You will collaborate with team members to deliver comprehensive banking solutions tailored to client needs. The role involves supporting...Suggested
Bank of Montreal
Cedar Rapids, IA2 days ago $53k - $56k
...Transamerica is seeking a candidate in Cedar Rapids, IA for the role supporting strategic business initiatives. You will maintain strategic planning templates and support the execution of business priorities while ensuring effective communication with the team. The ideal...SuggestedTransamerica
Cedar Rapids, IA17 hours ago- ...a Production Control Planner in Cedar Rapids, Iowa. In this role, you will be responsible for developing and executing production-planning schedules while ensuring optimal plant operations. The ideal candidate will have a two-year degree or related experience, strong communication...Suggested
PMX Industries
Cedar Rapids, IA3 days ago $51.8k - $95.9k
...3/2026Address:700 First Ave. NEJob Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members... ...of solutions.Supports the execution of strategic initiatives in collaboration with internal and external...SuggestedContract workPart timeLocal areaBank of Montreal
Cedar Rapids, IA1 day ago$60k - $125k
...Wealth Advisor- Cedar Rapids, IA Welcome to Carson Wealth. Where integrity meets expertise in the world of wealth management. At Carson... ...adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available...SuggestedTemporary workWork at officeFlexible hoursCarson Group Holdings, LLC
Cedar Rapids, IA3 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a... ...their goals through financial planning. On your path to becoming a financial... ..., and Northwestern Mutual Wealth Management Company (NMWMC) (... ...commissions and fees, Strategic Employee Benefits Services commissions...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Cedar Rapids, IA2 days ago- ...Carson Group in Cedar Rapids, Iowa is seeking a Wealth Advisor to enhance client relationships and provide expert financial advisory services. The ideal candidate will have over 5 years of investment advisory experience, leadership capabilities, and a proactive approach...
Carson Group
Cedar Rapids, IA5 days ago - ...Type Full-time Description TITLE: Associate Wealth Advisor DEPARTMENT: Wealth Management & Trust JOB SUMMARY:... ...position will engage with clients to seamlessly deliver financial planning, trust, investment and fiduciary services and will also provide...Full timeWork at office
Cedar Rapids Bank & Trust
Cedar Rapids, IA3 days ago - ...Financial Group is looking for a proven financial advisor to step into the role of Managing Director. This strategic position focuses on building and leading a team... ...along with top-tier benefits including health coverage and a 401(k) retirement plan. #J-18808-Ljbffr...
Wealthbridge-Financial-Group
Marion, IA5 days ago $105k - $145k
...Digital Workplace Services function, responsible for managing strategic technical and operational partnerships with 3rd party organizations... ...Strategy, ensuring that corresponding strategic goals are planned, advanced and achieved, and that they deliver business value. Provides...Work visaTransamerica
Cedar Rapids, IA5 days ago$95k - $110k
...TrueNorth Companies is seeking a Senior Claims Advocate for our Risk Management Claims team based in Cedar Rapids, IA. This strategic role involves managing complex claims and actively engaging with clients to improve claim outcomes. A successful candidate will have at...TrueNorth Companies
Cedar Rapids, IA17 hours ago- ...and researching client history, identifying market trends, analyzing web data, preparing presentations, and ultimately recommending strategic online initiatives. Communicate critical client messaging, including to at-risk clients, and related to client escalations....Night shift
Geonetric
Cedar Rapids, IA5 days ago - ...with clients to understand their financial objectives and provide tailored advice, including investment opportunities and retirement planning. Your role will involve utilizing advanced financial tools to assess needs and develop effective action plans. Join a passionate...
WealthBridge Financial Group
Cedar Rapids, IA5 days ago - ...invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend...Relocation package
Doug Valentine
Cedar Rapids, IA1 day ago - ...A leading financial services firm is seeking a Financial Advisor in Cedar Rapids. In this role, you will guide clients on their financial journeys by providing expert advice and building lasting relationships. You will receive comprehensive training and the flexibility...
Thrivent Financial
Cedar Rapids, IA5 days ago $61k - $250k
...leading financial services company is looking for a Financial Advisor in Cedar Rapids, Iowa. This role allows you to start a business... ...helping clients achieve their financial goals through personalized planning and ongoing support. You'll have the opportunity to earn a...Northwestern Mutual
Cedar Rapids, IA1 day ago- ...You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make...
WealthBridge Financial Group
Hiawatha, IA1 day ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...help you do so. Get the support of specialists from every facet of the organization—such... ...recurring revenue streams, and dedicated planning fees for those who qualify. Medical,...
Thrivent Financial for Lutherans
Cedar Rapids, IA3 days ago $50k - $70k
...Join us at New York Life as an Entry-Level Financial Advisor, where you’ll have the opportunity to guide clients toward their financial dreams. You'll be part of a dynamic team in a company that champions continuous learning and collaboration. We offer comprehensive training...New York Life Iowa General Office
Cedar Rapids, IA3 days ago- ...Northwestern Mutual - Cedar Rapids is seeking a Financial Planner to educate clients on financial planning and insurance options. The successful candidate will provide excellent customer service and collaborate with a supportive team. Strong communication skills and a...Work from homeFlexible hours
Northwestern Mutual
Cedar Rapids, IA3 days ago $60k - $70k
...counseling experience. The role involves conducting workshops, developing financial materials, and assisting clients with financial plans. The position offers a competitive salary of $60,000 to $70,000 per year, along with a range of benefits including health insurance...Federal Guardian
Cedar Rapids, IA2 days ago- ...Financial Representatives for their internship program in Cedar Rapids, Iowa. This role offers students the chance to build a financial planning practice with guidance from industry leaders. Interns will develop their business strategies and client relationships while...InternshipFlexible hours
Northwestern Mutual
Cedar Rapids, IA1 day ago - ...are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to...Full timeInternshipLocal area
Modern Woodmen
Cedar Rapids, IA5 days ago $60k - $70k
...financial counseling and assistance to service members and families. Assist service members in establishing an extended absence financial plan. Develop and make available informational financial materials to service members and families. Coordinate, publicise, and provide a...Contract workWork at officeFlexible hoursFederal Guardian
Cedar Rapids, IA5 days ago$61k - $87k
...Representative to assist clients in achieving their financial goals. Responsibilities include client consultation, developing financial plans, and recommending insurance strategies. Candidates should ideally hold a bachelor's degree and possess strong communication skills....Remote workWork from homeFlexible hoursReal Estate Education Rocks
Cedar Rapids, IA1 day ago$1,000 per month
...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial... ...opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Cedar Rapids, IA2 days ago$61k - $87k
...a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial...Work from homeVisa sponsorshipFlexible hoursReal Estate Education Rocks
Cedar Rapids, IA18 hours ago- ...As a Financial Advisor at New York Life’s Iowa General Office, you will step into a client’s life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a full-time, client-based...Full timeWork at office
WizeHire
Cedar Rapids, IA2 days ago - ...Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve...Work at officeLocal areaWork from homeVisa sponsorshipFlexible hours
Northwestern Mutual
Cedar Rapids, IA1 day ago - ...A leading financial services firm in Cedar Rapids is looking for a Financial Advisor. In this full-time, client-based role, you will offer customized financial solutions such as life insurance and investments. The position includes a salary plus commission, generous bonuses...Full time
WizeHire
Cedar Rapids, IA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Wealth Advisor & Planning Specialist. Be the first to apply!
Related searches
- associate corporate finance Cedar Rapids, IA
- financial planner Cedar Rapids, IA
- estate planning consultant Cedar Rapids, IA
- financial counselor Cedar Rapids, IA
- financial advisor development program Cedar Rapids, IA
- financial consultant Cedar Rapids, IA
- financial associate Cedar Rapids, IA
- financial planning assistant Cedar Rapids, IA
- financial advisor associate Cedar Rapids, IA
- financial planning associate Cedar Rapids, IA