Relationship Manager Expedition Financial GroupRelationship ManagerWest Des Moines, IA$55,000–$70,000 / yearThe Relationship Manager serves as our client's primary point of contact, managing and nurturing client relationships to help ensure their financial goals are met. This role involves providing exceptional customer service and proactive communication to maintain and enhance client satisfaction and overall experience.
Financial Advisor Northwestern MutualFinancial AdvisorW Des Moines, Iowa$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor Edward D Jones & Co LPFinancial Advisorhuxley, IA$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteIARemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Merrill Financial Solutions Advisor (Partially Licensed) - Mid-Land Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Mid-Land MarketWest Des Moines, IAJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor-Central Iowa/Des Moines/Ames/Fort Dodge Thrivent Financial for LutheransFinancial Advisor-Central Iowa/Des Moines/Ames/Fort DodgeAmes, IAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Central Iowa/Des Moines/Ames/Fort Dodge Thrivent Financial for LutheransFinancial Advisor - Central Iowa/Des Moines/Ames/Fort DodgeAmes, IAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewAssociate Bank Financial Advisor Wells Fargo BankAssociate Bank Financial AdvisorDes Moines, IowaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Advisor - First National Bank LPL Financial ServicesFinancial Advisor - First National BankDes Moines, IA$100,000–$150,000 / yearThis employment opportunity at First National Bank in West Des Moines, IA would allow you to join the Investment Program at First National Bank as a Financial Advisor associated with LPL Financial. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerDes Moines, IAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Advisor - First National Bank LPL FinancialFinancial Advisor - First National BankDes Moines, Iowa$100,000–$150,000 / yearPay Range:$100,000 - $150,000The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This employment opportunity at First National Bank in West Des Moines, IA would allow you to join the Investment Program at First National Bank as a Financial Advisor associated with LPL Financial.
Financial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Greater Des Moines, IAThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Block Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorUrbandale, IowaFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas)Des Moines, IAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management Advisor - Ames, IA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Ames, IAAmes, IASupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, IA (including surrounding areas)Des Moines, IAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Altoona, IA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Altoona, IAIAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management Advisor - Ames, IA TIAAWealth Management Advisor - Ames, IAAmes, IowaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Advisor Liaison EPC Eneric PetroleumAdvisor LiaisonWest Des Moines, IowaYou will help create a consistent, high-quality advisor experience by connecting people with the right guidance, resolving complex needs, strengthening day-to-day operations, and supporting responsible growth across the Jordan Creek network. The Advisor Liaison is the primary point of contact between Jordan Creek Financial Solutions and affiliated financial professionals, combining relationship support, compliance oversight, issue resolution, and operational excellence.
Practice Leader, Advisor Growth & Development EPC Eneric PetroleumPractice Leader, Advisor Growth & DevelopmentWest Des Moines, IowaOversee the Office of Supervisory Jurisdiction (OSJ) Designees by reviewing escalated Direct Report correspondence, securities activities, FINRA/Insurance licensing, Outside Business Activity (OBA) reports, daily trade blotters, and any other reports to ensure supervisory review of Direct Reports in assigned regions. Be a trusted resource for advisors with regards to business strategy, industry changes, and branch office growth including, but not limited to, planning regular visits to advisors in offices to strengthen the relationship with the firm, and providing training sessions as appropriate.