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3 client advisor jobs at 3 companies in Cedar Rapids, IA

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Client Advisor with Athletic Background
Cedar Rapids, Iowa, United States
$76k-$97k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's preferred; obtain Series 6/63 and state insurance licenses (training/sponsorship available); strong interpersonal, communication and analytical skills; prior financial services or business development experience beneficial.
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1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
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2mo
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Branch Office Administrator - Williamsburg, IA
Williamsburg, Iowa, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account tasks, execute marketing activities, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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