IowaCityRecruiter Since 2001
the smart solution for Iowa City jobs

Financial Advisor

Company: Greenstate Credit Union
Location: Iowa City
Posted on: September 9, 2019

Job Description:

GreenState Credit Union

Financial Advisor

US-IA-Iowa City

Job ID: 2019-2162

Type: Exempt Full-Time

# of Openings: 1

Category: Wealth Management

Overview

Serves the financial needs of credit union members. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet members' goals and objectives. Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process.

Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

* Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
* Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
* Ensures confidentiality of member information.
* Presents a professional image from a personal and professional level that will be beneficial to both the Credit Union and GreenState Wealth Management.
* Serves the financial needs of credit union members utilizing a Total-Needs Based selling approach. Helps members identify financial goals and objectives from face-to-face financial analysis and identifies appropriate insurance and securities products to meet member's goals and objectives.
* Establishes a relationship with continuous periodic reviews as an essential part of the Total-Needs Sales process.
* Follows the established insurance and securities compliance guidelines, and strictly adheres to all company policies.
* Follows established policies and procedures of ethical market conduct. Conducts business according to high standards of honesty, fairness, and integrity and renders service to customers which in the same circumstance we would demand for ourselves.
* Follows the established guidelines for maintaining client files in accordance with company practices and FINRA requirements.
* Builds relationship with other Credit Union departments to cross-sell and refer members to other product lines that could benefit them. The key here is to actively build this partnership thru key activities such as group outings, lunches as well as coaching on what is a qualified wealth management referral.
* Attends all required training, informational meetings as scheduled.
* Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events, on an annual basis.

Qualifications

* Must hold bachelors degree or higher and/or possess at least 3 years of experience providing broad-based investment and insurance solutions.
* Must be fully licensed, Series 7, 66, Life and Health Insurance, or possess Certified Financial Planner designation to be considered.
* Must meet mandatory continuing education requirements as dictated by the licensure held.
* Must be able and willing to work a flexible schedule as needed to accomplish all duties.
* Ability to prioritize and organize a wide variety of assignments and duties and large volumes of details.
* Interpersonal skills in order to promote and represent the credit union and its products.
* Accuracy and attention to detail.
* Must be bondable.

Reporting Relationship

Reports to the Managing Director - Wealth Management

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.

PI113174404

Qualifications

* Must hold bachelors degree or higher and/or possess at least 3 years of experience providing broad-based investment and insurance solutions.
* Must be fully licensed, Series 7, 66, Life and Health Insurance, or possess Certified Financial Planner designation to be considered.
* Must meet mandatory continuing education requirements as dictated by the licensure held.
* Must be able and willing to work a flexible schedule as needed to accomplish all duties.
* Ability to prioritize and organize a wide variety of assignments and duties and large volumes of details.
* Interpersonal skills in order to promote and represent the credit union and its products.
* Accuracy and attention to detail.
* Must be bondable.

Reporting Relationship

Reports to the Managing Director - Wealth Management

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.

PI113174404

Keywords: Greenstate Credit Union, Iowa City , Financial Advisor, Accounting, Auditing , Iowa City, Iowa

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Iowa City
Posted on: 09/23/2019

Financial Analyst
Description: The Grant Accounting Office is responsible for the post award administration of externally sponsored projects. This includes interpreting and implementing sponsoring agency regulations on the allowability (more...)
Company: University of Iowa
Location: Iowa City
Posted on: 09/23/2019

Credentialed Tax Expert - CPA
Description: Overview If you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Cedar Rapids
Posted on: 09/23/2019


Staff Accountant
Description: Position: Staff AccountantProgram Assignment: AdministrationImmediate Supervisor: Director of Finance 13 Minimum Qualifications: 13 A BA/BS Degree in Accounting or an Associates Degree in Accounting (more...)
Company: Systems Unlimited
Location: Iowa City
Posted on: 09/21/2019

Deputy Auditor Elections - Iowa City
Description: The Johnson County Auditor's Office has an opening for a Deputy Auditor of Elections to administer and coordinate all elections held in Johnson County. Manages all election activities including early (more...)
Company: Johnson County
Location: Iowa City
Posted on: 09/24/2019

Operations Finance Rotation Program (Cedar Rapids, IA)
Description: Operations Finance Rotation Program Cedar Rapids, IA Position Summary About GreatAmerica: GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors (more...)
Company: Great America Leasing Corporation
Location: Cedar Rapids
Posted on: 09/23/2019

Accountant
Description: This position will be a primary focus on Accounts Receivable and General Accounting. Main customer contact for collection of money, payment issue resolution, and all inquiries. Analyze
Company: A.Y. McDonald Mfg. Co.
Location: Dubuque
Posted on: 09/23/2019

Senior Accountant
Description: Senior Accountant Accounting Finance Davenport, Iowa Apply Description Position at Lee Enterprises Lee Enterprises, Inc. has an exciting opportunity for a full-time Senior Accountant with our Central (more...)
Company: Lee Enterprises
Location: Davenport
Posted on: 09/23/2019

Pricing Actuary
Description: Pricing ActuaryUS-IA-Cedar RapidsJob ID: 2Type: Regular Full-Time of Openings: 1Category: Enterprise AnalyticsCedar RapidsOverview UFG offers you an award-winning workplace and a trustworthy, financially (more...)
Company: United Fire Group
Location: Cedar Rapids
Posted on: 09/23/2019

Financial Advisor
Description: Financial Advisor br br Cedar Rapids, IA br br DOE br br Our client is actively looking for a Financial Advisor for their Cedar Rapids, IA office. This Financial Advisor will play an integral (more...)
Company: Cameron Craig Group
Location: Cedar Rapids
Posted on: 09/23/2019

Log In or Create An Account

Get the latest Iowa jobs by following @recnetIA on Twitter!

Iowa City RSS job feeds