10 client advisor jobs at 5 companies in Marion, IA
1w
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Client Advisor with Athletic Background
Cedar Rapids, Iowa, United States
$76k-$97k/yr HybridFull Time
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.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
Waterloo, Iowa, United States
OnsiteFull Time
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.
2d
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Work From Home - Client Benefits Advisor
Iowa City, Iowa, United States
RemoteRemote
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and desire for professional growth.
Zoom
6d
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
6d
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, collaboration, and US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
6d
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Financial Advisor
Waterloo, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Financial planning software
6d
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Financial Advisor
Manchester, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and legal US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
6d
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Financial Advisor
Coralville, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
1w
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Financial Advisor - BMO Bank
Cedar Rapids, Iowa, United States
$80k-$120k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to service and grow client relationships and use firm technology.
2mo
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Branch Office Administrator - Williamsburg, IA
Williamsburg, Iowa, United States
OnsiteFull Time
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