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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!

Responsibilities:

  • 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
  • Administration of trusts, estates, and investments
  • Ensure compliance with applicable laws, policies, and procedures

Requirements:

  • Degree in finance, economics, management, or related field
  • 5+ years of experience in financial services
  • Highly analytical, creative problem-solving abilities
  • Excellent communication skills
  • Desire to help others achieve financial goals

Hours:

  • 8:00AM – 5:00PM
  • Monday – Friday

Interested and qualified applicants can contact Joye Moore at (319) 449-1200 or email Joye at jmoore@thepalmergroup.com.

Ref: JOB-36758

Joye Moore

Senior Recruiter

jmoore@thepalmergroup.com

(319) 449-1200

8710 Earhart Lane SW Suite 8, Cedar Rapids, IA 52404


    • Job type: Direct Hire
    • Location: Fort Madison, Iowa
    • Date posted:
    • Pay:$- $ per hour