Mortgage & Banking
Our client is seeking an experienced Financial Advisor to join their team. In this role, you will be a trusted partner in planning and growing clients’ assets. Fill out an application today if you are interested!
- Manage portfolios while actively growing book of business
- Educate and advise clients on financial products and services
- Build and nurture relationships with clients and prospective clients
- Administer trusts, estates, and investments
- Ensure compliance with applicable laws, policies, and procedures
- Degree in finance, economics, management, or a related field
- 5+ years of experience in financial services
- Highly analytical with creative problem-solving abilities
- Excellent communication skills
- Desire to help others achieve financial goals
Interested and qualified applicants can contact Joye Moore at (319) 449-1200 or email Joye at firstname.lastname@example.org.