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Financial

Our impressive financial company needs a Financial Advisor for their clients. This position is responsible for assessing the customer’s investment portfolio and financial objectives to provide financial planning, financial advice, and investment management advice to serve their needs.

Responsibilities:

  • Provide outstanding customer service to promote investment solutions and expand customer relationships
  • Exceed expectations in terms of accuracy, efficiency, courtesy, and professionalism
  • Collect and analyze customer information regarding risk tolerance, long and short-term financial goals, income, assets, investments, and debts to recommend strategies to assist clients in achieving financial goals
  • Advise the customer regarding the advantages, risks, and disadvantages of investment decisions regarding their financial objectives, resources, time horizon, risk profile, and individual preferences
  • Identify cross-selling opportunities through proper customer profiling and needs-based selling

Requirements:

  • 5+ years of related experience and/or training
  • Financial Industry Regulatory Authority (FINRA) Series 7 & 66 licenses

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.

Ref: JOB-36631

Palmer Group

afjobs@thepalmergroup.com

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266


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