IowaCityRecruiter Since 2001
the smart solution for Iowa City jobs

Wealth Advisor

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

Job Description:

University of Iowa Community Credit Union Wealth Advisor US-IA-Iowa City Job ID: 2019-2090 Type: Exempt Full-Time of Openings: 2 Category: Wealth Management University of Iowa Community Credit Union Overview 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 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 in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the UICCU's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, recognizes importance of working successfully with retail and commercial staff to serve members in all lines of business. 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 UICCU 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 1. Must hold bachelors degree or higher and/or possess at least 3 years of experience providing broad-based investment and insurance solutions. 2. Must be fully licensed, Series 7, 66, Life and Health Insurance, or possess Certified Financial Planner designation to be considered. 3. Must meet mandatory continuing education requirements as dictated by the licensure held. 4. Must be able and willing to work a flexible schedule as needed to accomplish all duties. 5. Ability to prioritize and organize a wide variety of assignments and duties and large volumes of details. 6. Interpersonal skills in order to promote and represent the credit union and its products. 7. Accuracy and attention to detail. 8. 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 The UICCU 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. Apply Here PI110279876

Keywords: Greenstate Credit Union, Iowa City , Wealth Advisor, Other , 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 Other Jobs


Licensed Real Estate Professional
Description: Job Description br br The real estate industry is booming with excitement right now. We are looking for a Licensed Real Estate Professional who can offer their creativity, problem-solving skills and (more...)
Company: Ruhl & Ruhl Realtors
Location: Cedar Rapids
Posted on: 08/25/2019

Behavioral Case Mgr
Description: Description: Position Purpose: Perform duties related to the day to day operations of the Integrated Case Management functions to include working with members identified as high risk to
Company: Centene Coproration
Location: Davenport
Posted on: 08/25/2019

Universal Banker - Cedar Rapids, IA (Full-time / 40 Hours)
Description: At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and (more...)
Company: US Bank
Location: Cedar Rapids
Posted on: 08/25/2019


Now Hiring Telecommute Reps
Description: Nation's Premier Health Programs Company, Ameriplan, is looking for leaders. -Customer service
Company: Ameriplan
Location: Cedar Rapids
Posted on: 08/25/2019

Welder (Resistance/Projection Welding) - Cedar Rapids
Description: ACP, Inc. has an excellent opportunity available for a--Welder Resistance/Projection Welding Are you looking for a full-time 1st shift, 4/10s work schedule, an excellent benefits package, a competitive (more...)
Company: ACP, Inc.
Location: Cedar Rapids
Posted on: 08/25/2019

Staff Systems Engineer - Avionics Systems
Description: Location: Cedar Rapids Job type: Permanent Sector: Manufacturing Category: Avionics Engineer Jobs Date Posted: :00 Country: United States of America Location: HIA32: Cedar Rapids, IA 400 Collins Rd NE (more...)
Company: United Technologies
Location: Cedar Rapids
Posted on: 08/25/2019

Apply Now!! Now Interviewing Reps to fill at home positions!!
Description: Need income Want freedom Missing out on your children's life If this is you, we are looking
Company: Careerathometoday
Location: Cedar Rapids
Posted on: 08/25/2019

Bid On Local Painting Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Cedar Rapids
Posted on: 08/25/2019

Claims Associate Trainee
Description: Claims Associate TraineeUS-IA-Cedar RapidsJob ID: 2Type: Regular Full-Time of Openings: 1Category: ClaimsCedar RapidsOverview UFG offers you an award-winning workplace and a trustworthy, financially (more...)
Company: United Fire Group
Location: Cedar Rapids
Posted on: 08/25/2019

Floor Care
Description: HCR ManorCare provides a range of services, including skilled nursing care, assisted living, post-acute medical and rehabilitation care, hospice care, home health care and rehabilitation therapy.The floor (more...)
Company: HCR Manor Care
Location: Cedar Rapids
Posted on: 08/25/2019

Log In or Create An Account

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

Iowa City RSS job feeds