Financial Consultant Wells Fargo & CoFinancial ConsultantWEST DES MOINES, IAThey 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Advisor Manager (Central Territory) TruStage Financial Group IncAdvisor Manager (Central Territory)Des Moines, IA$82,500–$137,500 / yearWorking with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets, build successful credit union relationships, comply with all TWMS (TruStage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in the leadership role. Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
Financial Services Marketing Consultant Principal Financial GroupFinancial Services Marketing ConsultantWest Des Moines, Iowa$24.20–$32.42 / hourFull timeYou will work closely with our sales leaders and financial professionals to help them identify and pursue new business opportunities, using your exceptional communication and interpersonal skills to build strong relationships. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Wealth Advisor MarinerWealth AdvisorWest Des Moines, IowaAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
Senior Home Lending Advisor - Des Moines IA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Des Moines IADes Moines, IAFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Compliance Field Advisor Farm Bureau Financial ServicesCompliance Field AdvisorWest Des Moines, IAYou will also assist in the training and development of team members educating the field force on new and existing compliance issues audit the effectiveness of procedural changes provide new supervisor training within the assigned territory and assist with the audit workflow and reporting as necessary. As a Compliance Field Advisor you will prepare written reports of the office examination for compliance and management review and develop action plans identifying and addressing areas of potential problems related to company policies and industry regulations.
Financial Representative Trainee (Sales) - Des Moines, IA Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Des Moines, IADes Moines, IA$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Wealth Management Advisor U.S. BankWealth Management AdvisorDes Moines, Iowa$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Health Advisor Sun Life Financial IncHealth AdvisorDes Moines, IA$76,200–$114,300 / yearPinnacleCare extends a broad range of support for families and organizations to facilitate more efficient access and better outcomes through Comprehensive Health Advisory Memberships for individuals/families, and Connection Group Benefits available through employers/organizations. The opportunity: The Health Advisor role is responsible for providing high-touch customer service to PinnacleCare Members, building strong relationships while helping them to navigate the healthcare system in order to receive the best and most expeditious healthcare available.
Advisor Support (Website and Customer Service) Principal Financial GroupAdvisor Support (Website and Customer Service)Des Moines, Iowa$62,000–$74,000 / yearFull timeSalary Range: $62000 - $74000 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure!
Advisor Website Support Engineer Principal Financial Group IncAdvisor Website Support EngineerDes Moines, IA$62,000–$74,000 / yearBasic planning, organizational, problem-solving, analytical, decision-making and communication skills required Must be able to maintain a high degree of accuracy and confidentiality Must have the desire and ability to learn new technology and continuously grow Must be able to work with people at all levels and demonstrate the ability to understand and embrace change May be required to provide on-call support Skills That Will Help You Stand Out Knowledge of insurance and financial services preferred Demonstrated leadership abilities preferred Strong time management skills preferred Salary Range Information Salary ranges below reflect targeted base salaries. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorAltoona, IA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Commercial Insurance - Client Advisor Marsh McLennanCommercial Insurance - Client AdvisorUrbandale, IowaAs a Client Advisor, you will serve as the project manager for large initiatives and complex accounts, ensuring action plans are implemented effectively and service delivery meets or exceeds expectations. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Financial Representative Trainee (Sales) - Des Moines, IA Careers Mutual Of OmahaFinancial Representative Trainee (Sales) - Des Moines, IAIowaAs a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.
Private Wealth Advisor US BankPrivate Wealth AdvisorDes Moines, IA$132,030–$161,370 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Advisor Relationship Manager Integrity Marketing GroupAdvisor Relationship ManagerUrbandale, IowaTo be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally.
NewAdvisor Relationship Rep Integrity Marketing GroupAdvisor Relationship RepUrbandale, IowaTo be successful, you must have a go-getter attitude, be an effective communicator, have a constant desire to learn, be quick on your feet when you are thrown a curve ball and have a strong affinity for creating an excellent customer service experience. The ideal candidate will seek out additional understanding while acting as a subject matter expert, using multiple forms of media to communicate with our stakeholders confidently and professionally.
Senior Home Lending Advisor - Des Moines IA JPMorgan Chase & CoSenior Home Lending Advisor - Des Moines IADes Moines, IAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Lead Business Aligned Financial Analyst Wells Fargo & CoLead Business Aligned Financial AnalystWest Des Moines, IA$119,000–$206,000 / yearThey 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. The role provides strategic partnership, drives financial modeling governance, and influences decision-making through advanced analytics, business insight, and risk discipline.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerDes Moines, IA$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.