Financial Advisor

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

Requirements:

• 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

Work Model:

• On-Site

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

Ref: JOB-41120