Senior Financial Advisor

Cedar Falls, IA

DOE

Our client is actively looking for a Senior Financial Advisor for their Cedar Falls, IA office. This Financial Advisor will play an integral role in a progressive, financial planning practice.

Key Responsibilities:

• Complete internal business tracking and verifies trade/transaction with accuracy.


• Responsible for continuing education requirements in maintaining licensure.


• Conduct and lead client meetings; develop meeting agenda, prepare all servicing materials and deliver financial planning advice to a defined set of clients.


• Schedule activities to ensure the timely completion of planning and service activities.


• Responsible for planning work, setting priorities and having a working plan for daily, weekly, monthly, quarterly and annual activity.


• Follow up on individual and firm-generating leads.

Job Qualifications:

• Bachelor’s Degree is required.


• Work experience in the financial industries area is required.


• State licenses and registrations: including Series 7, Series 66, state life, accident and health insurance licensure.


• Valid driver’s license is required.


• Travel to other office locations may be required.

Additional Incentives:

• Health, dental and vision insurance


• Life insurance


• PTO (holidays, vacation, etc.)


• Short Term Disability


• Simple IRA

Financial advisor, clients, finance, Series 7, Series 66, health insurance licensure