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


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