Back to all jobs
palmer job logo

Sales & Marketing

If you have a passion for service and helping people, take a look at our Financial Advisor position. We are assisting our local client in finding qualified individuals who will manage the day-to-day administrative estates, trusts, agencies, and IRA functions. The person in this role will receive competitive pay, benefits, and an opportunity to work for a company that values and cares about its employees’ professional success as part of a small and growing team. Fill out an application today if you are interested!


  • Provide accounting administration and maintenance
  • Foster and develop current and potential client relationships
  • Manage and set up assigned accounts
  • Identify and understand clients’ needs and implement strategies
  • Stay informed on industry developments
  • Ensure active accounts meet compliance standards


  • Bachelor’s degree preferred
  • 3+ years of fiduciary or trust environment experience required
  • Ability to resolve problems and implement changes
  • Impressive communication and interpersonal skills
  • Ability to handle multiple projects at once with time-sensitive deadlines

Work Model:

  • On-Site

Interested and qualified candidates can contact Abi Kramer at (515) 225-7000 or email Abi at

Ref: JOB-44154

Abigail Kramer

Senior Sales and Marketing Recruiter

(515) 225-7000

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

    • Job type: Direct Hire
    • Location: Dubuque, Iowa
    • Date posted:
    • Salary:
      $80000 - $90000 per Year