13 client advisor jobs at 5 companies in Solon, IA
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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
1w
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Client Advisor with Athletic Background
Cedar Rapids, Iowa, United States
$76k-$97k/yr OnsiteFull Time
Bachelor's degree preferred; financial services or business development experience beneficial but not required. Requires strong interpersonal, communication, analytical, and client relationship skills.
2w
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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
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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
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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
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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
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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.
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Financial Advisor Training Program
Cedar Rapids, Iowa, United States
$60k-$80k/yr OnsiteFull Time, Internship
Full-time student in any major with strong communication, interpersonal, time-management, critical-thinking, and client relationship-building skills; must work onsite in Cedar Rapids without sponsorship.
Series 6, Series 63, CFP
3w
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Branch Office Administrator - Muscatine, IA
Muscatine, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, process account transactions, manage scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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
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Managing Director
Cedar Rapids, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
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Managing Director
Marion, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
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Managing Director
Iowa City, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.