IowaCityRecruiter Since 2001
the smart solution for Iowa City jobs

Financial Advisor

Company: Greenstate Credit Union
Location: Iowa City
Posted on: October 11, 2019

Job Description:

GreenState Credit Union Financial Advisor US-IA-Iowa City Job ID: 2 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.

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


Treasury Analyst
Description: About GreatAmerica:GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors and dealers are more successful and keep their customers for a lifetime. (more...)
Company: GreatAmerica Financial Services Corporation
Location: Cedar Rapids
Posted on: 10/13/2019

QuickBooks Live Senior Expert Bookkeeper
Description: OverviewJoin Our Virtual Tax Network br br At Intuit, our mission is to power prosperity around the world. QuickBooks Live support that mission to ourQuickBooks Live customers by: providing valuable (more...)
Company: Intuit
Location: Cedar Rapids
Posted on: 10/12/2019

Comprehensive Financial Advisor - Cedar Rapids
Description: Life is short - Work somewhere extraordinary. 13 Are you passionate about living a life of generosity Do you love guiding others on their journey to be wise with money and live generously by helping (more...)
Company: Thrivent Financial
Location: Cedar Rapids
Posted on: 10/16/2019


Accountant
Description: Accountant br Waterloo, IA br 50-60k bonus br Our Waterloo, IA client is actively searching for a Senior Accountant in the Cedar Valley area. This Accountant will facilitate
Company: Cameron Craig Group
Location: Waterloo
Posted on: 10/17/2019

Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview br br 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 (more...)
Company: Intuit
Location: Cedar Rapids
Posted on: 10/12/2019

Pricing Actuary
Description: Pricing ActuaryUS-IA-Cedar RapidsJob ID: 2019-2080Type: Regular Full-Time of Openings: 1Category: Enterprise AnalyticsCedar RapidsOverviewUFG offers you an award-winning workplace and a trustworthy, (more...)
Company: United Fire Group
Location: Cedar Rapids
Posted on: 10/17/2019

Intermediate Accountant
Description: Job Description Summary br br Are you interested in having a wide variety of work Do you have an accounting background Can you work independently and with a team br br If your answer is yes, (more...)
Company: Transamerica
Location: Cedar Rapids
Posted on: 10/12/2019

Comprehensive Financial Advisor
Description: Life is short - Work somewhere extraordinary. Are you passionate about living a life of generosity Do you love guiding others on their journey to be wise with money and live generously by helping them (more...)
Company: Thrivent Financial
Location: Cedar Rapids
Posted on: 10/14/2019

Financial Advisor
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. (more...)
Company: Greenstate Credit Union
Location: Iowa City
Posted on: 10/13/2019

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote - Iowa City
Description: Job 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 (more...)
Company: Intuit
Location: Iowa City
Posted on: 10/14/2019

Log In or Create An Account

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

Iowa City RSS job feeds