Experienced Financial Advisor
$300kNew York Life
Join the New York Life Iowa General Office as an Experienced Financial Advisor and be part of a team that's committed to excellence, integrity, and client satisfaction. In this pivotal role, you'll empower clients to navigate the complexities of financial planning, providing them with personalized advice and a comprehensive suite of insurance and investment products. Your work will make a meaningful impact, safeguarding the financial futures of individuals and families. With our industry-leading reputation and unmatched resources, you'll have the support you need to grow your practice and achieve your professional goals. We're dedicated to fostering an inclusive culture that promotes innovation and employee development. You'll enjoy flexible work arrangements that support your work-life balance, along with competitive compensation and abundant opportunities for professional growth. At New York Life, we believe in the potential of our team members and provide the tools needed for success. Let's collaborate to build a future where both you and your clients can thrive. Join us, and embark on a rewarding journey of growth and achievement. Compensation: $300,000+ Qualifications Background in financial planning and advisory services, with experience working with insurance, investment, and wealth management solutions. Demonstrated ability to evaluate clients' financial circumstances and develop individualized strategies that support their short- and long-term objectives. Proven success in establishing, strengthening, and maintaining lasting client relationships through trust, personalized guidance, and consistent service. Knowledge of evolving financial markets, industry developments, and regulatory requirements, with the ability to incorporate relevant changes into client recommendations. Strong interpersonal and presentation skills, with the ability to communicate financial strategies and complex concepts in a clear, confident, and client-friendly manner. Ability to work collaboratively with colleagues and internal resources to deliver comprehensive solutions and create a positive client experience. Proficiency in leveraging financial planning technology, analytical tools, and available resources to improve efficiency, support informed recommendations, and achieve stronger client outcomes. Responsibilities Guide clients through comprehensive financial planning, ensuring their goals and aspirations are at the forefront of every decision. Develop personalized strategies that align with clients' unique needs, leveraging our diverse range of insurance and investment products. Build and nurture long-term relationships with clients, fostering trust and confidence in our services. Stay informed on industry trends and regulatory changes to provide clients with the most current and relevant advice. Collaborate with our team to enhance service offerings and deliver exceptional client experiences. Conduct regular reviews of clients' financial plans, making adjustments as needed to keep them on track for success. Utilize our advanced tools and resources to streamline processes and improve client outcomes efficiently and effectively. #J-18808-Ljbffr
- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...marketing, technology, engagement, and experienced advisors—as you build your business. Desired...Suggested
- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...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...SuggestedFull timeInternshipLocal area
$51.8k - $95.9k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services...Suggested$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...SuggestedFull timeContract workFor contractorsWork at office- ...we are committed to building the most financially secure communities in America, one person... ...– Managing Partner/Wealth Management Advisor: Time with NM: 20 years. Prior Experience... ...team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility...InternshipWork at officeLocal areaOverseasVisa sponsorshipFlexible hours
- ...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 timeInternshipWork at officeLocal areaFlexible hours
- 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
$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 will... ...items as referrals for other bank products.Identify customer's financial services needs and cross-sell services to meet those needs....Full timeBank staffWork at officeMonday to FridayNight shiftDay shift- 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...
- ...Financial Advocate This position supports Mercy's philosophy of patient centered care by providing compassionate assistance to patients regarding financial matters associated with services provided by Mercy Medical Center and MSO clients. Job Duties Greets all...Hourly payWork at office
- ...industries by evaluating their credit, economic conditions, and financial situation. You will have the exiting challenge of making... ...financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of...Full timeSummer workInternshipWork at office
$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. Qualifications Full-time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$73.8k - $92.3k
...SUMMARY Mortenson is currently seeking an experienced Project Financial Controls Specialist who will be responsible for applying cost control procedures, best practices and analysis to projects while supporting, assisting and training project team members in the Project...Contract workH1bWork at office$19 per hour
...Job Description Job Description Housing & Financial Wellness Counselor Horizons – Cedar Rapids, Iowa Full-Time or Part-Time $19/hour + $1/hour increase upon obtaining HUD Certification Make a difference with your financial knowledge. Horizons is looking...Full timePart timeAfternoon shift- ...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 workCasual workWork at officeWork visaFlexible hours
- ...to strengthen our team for the future. The intern will perform financial analysis and present findings and recommendations to senior... ...financial performance through all economic cycles, GreatAmerica has experienced amazing results and unparalleled growth. When you are part of...Work experience placementInternshipWork at office
$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 timeContract workWork at officeRemote workWorldwideWork visaRelocation package3 days per week- ...in the products we offer and the clients we serve. They assist our customers in identifying which of our products best fits their financial needs and the right person on our team who can assist them with achieving their financial goals. Our Tellers are detail-oriented individuals...Work at officeFlexible hours
$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 timeWork at officeRemote workWorldwide- ...The Financial Analyst plays a critical role in supporting the company’s financial health and strategic decision-making. This role is responsible for assisting with budgeting, forecasting, variance analysis, and providing actionable insights to business leaders. The Financial...Full timeCasual workH1bImmediate startWorldwideVisa sponsorshipWork visa
$63.24k - $82.23k
...Ready to see your financial analysis influence real-world operations? Join a team where your insights help move freight, support customers, and drive business success every day. Who We Are Headquarters: Cedar Rapids, IA Position Location: Cedar Rapids, IA CRST The Transportation...Bi-weekly payFor contractorsWork experience placementWork at officeLocal areaMonday to Friday- 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 payPermanent employmentFull timeWorldwideRelocation packageFlexible hours
$97k - $122k
...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 timeContract workWork experience placementWork at officeRemote workWorldwide$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 timeContract workWork experience placementWork at officeRemote workWorldwide- ...documentation within the bank's core and ancillary systems to support data governance, regulatory compliance, risk management, and financial reporting. The Loan Operations Specialist serves as a key control function by performing detailed data entry, verification, and...Work at office
$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services...Full timeContract workWork at officeFlexible hours$60k - $125k
...part of our Carson Wealth family. Who We Want The Wealth Advisor position is the backbone of the practice. This position is an integral... ...and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available...Temporary workWork at officeFlexible hours$97k - $116k
...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 timeContract workWork experience placementWork at officeRemote workWorldwide- ...Overview As a Patient Financial Counselor , you will serve as a trusted resource for patients by helping them understand their financial responsibilities and available coverage options. In this role, you will assess financial and insurance information, assist with...Daily paidTemporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!
- associate corporate finance Cedar Rapids, IA
- financial advisor development program Cedar Rapids, IA
- financial planning assistant Cedar Rapids, IA
- jde finance consultant Cedar Rapids, IA
- financial advisor training program Cedar Rapids, IA
- financial counselor Cedar Rapids, IA
- financial planning administrator Cedar Rapids, IA
- financial planner Cedar Rapids, IA
- financial advisor associate Cedar Rapids, IA
- finance associate Cedar Rapids, IA


