Financial Advisor- Waterloo, IA
Finance advisor job in Des Moines, IA
Job Duties and Responsibilities:
Aid customers in financial investment and asset management.
Handles the insurance related issues of the clients to assist them in making comprehensive plans in future investments.
Meet with clients to understand their future investment plans and document them.
Develop personal relationships with clients.
Grow the market share of Lincoln Savings Bank (LSB) by proactively identifying, acquiring and developing a book of business, by expanding current relationships and proactively prospecting/calling on new potential clients.
Discuss potential opportunities and risks related to a particular investment with clients.
Recommends strategies that the clients can use in achieving their financial goals and objectives.
Regularly review the plans of the clients to track changes in their financial status, or economic changes to indicate the necessity of making a change in the plan.
Answer all investment related plans of the clients verbally and provide them with written documents for future reference.
Necessary Skills and Attributes:
Bachelor's degree in Accounting, Finance, Business Administration or related field
Certified Financial Planner, Chartered Financial consultant (ChFC) or Chartered Financial Analyst (CFA) preferred
Strong customer service and communication (written and verbal) skills
Ability to listen, understand and give advice
Ability to work individually and with a team
Series 7, 63, 65/66 or ability to get them within first 90 days
Life & Health Insurance license or ability to get it within first 90 days
Auto-ApplyFINANCIAL ADVISOR
Finance advisor job in Davenport, IA
We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our Brokerage Services, Inc., and the Credit Union.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.
9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
Other:
11. Attend and participate in our meetings, virtual and face to face, as scheduled.
12. Other duties as assigned.
Job Requirements:
1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
2. Minimum of three (3) years of successful financial services sales experience with verifiable commission history of at least
3. Demonstrated ability to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate
audience.
5. Life/Health License(s)
6. Series 7, 63/65 and/or 66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
CANDIDATE DETAILS
5+ to 7 years experience
Minimum Education - Bachelor's Degree
SKILLS AND CERTIFICATIONS
Must have Series 7
Must have previous production background
Selling Securities
Selling Insurance
F2F client meetings
banking channel experience
IDEAL CANDIDATE
Team player who is motivated to work with two other Advisors within this setting. We have an FA going on maternity leave, so we can use the additional support covering a current book of business and expect some will be given to the incoming candidate.
IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Open to bakcground and companies. Banking background could be helpful.
WHY WE'RE A GREAT COMPANY
Great benefits, great support, admin support, support of the market their members, great client base, and solid track of production success by all previous advisors.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Experienced Financial Advisor
Finance advisor job in Hiawatha, IA
Job Description
Are you an experienced professional in the financial services field? Do you consider yourself to have excellent sales experience, an entrepreneurial mindset and be a great “people person?” If so, you've landed on the perfect career opportunity for you at New York Life.
Whether you are looking for a change or seeking to align with a company that offers superb resources, training, benefits and room for growth, you can take your career to the next level in this position with us at the New York Life Iowa general office.
This career position includes:
Running a client-based practice of your own with the backing and support of a Fortune 100 company.
Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
Promoting customized ways for clients to achieve their long-term financial goals.
Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
Networking and prospecting new clients to maximize your client-based practice.
Qualities New York Life looks for include:
Direct experience in the financial services business (securities licenses required).
Sales experience.
Entrepreneurial mindset with desire for continuous learning.
Strong communication skills - excellent listening skills and ability to explain complex information in a simple and concise manner both verbally and on paper.
Strong business acumen and professional business demeanor.
Eagerness to network, ability to develop relationships and sincere desire to help others.
Desire to engage your community and leverage personal networks/contacts.
It's your career and you deserve control of your growth.
New York Life helps set you up in every way to have a successful career but you're in control. As a financial professional, your ambition, your sales, and your attitude determine your income. As well as the opportunity for growth within the company's career paths. At New York Life, you receive the benefits of:
Ongoing access to local managers, team member collaboration and being paired with a seasoned agent for mentorship.
Full-time trainers who are extremely proficient in teaching the information and skills needed to lead you to career success both financially and in growth within the company.
Support from corporate development managers and product consultants to assist you.
Access to state-of-the-art marketing support.
Compensation:
Commission-based compensation dependent on agent sales performance. The more you sell, the more you get. Agent compensation is not guaranteed. Average range is from $90,000 - $150,000 for the first year. Benefits include medical, dental, vision, a 401(k) and pension.
Please note: We, unfortunately, can only accept applicants who are either a U.S. Citizens or reside within the United States. And live in the state of Iowa.
About New York Life:
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success for our clients.
Financial Advisor Series 7, 65 or 66
Finance advisor job in Des Moines, IA
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally.
Privately owned, well capitalized and strong balance sheet for our size
Experienced senior management team
Over $1 Billion of Customer Assets under management
In-house CIO
Top Tier Clearing, Custody and Technology
Highly Competitive Payouts (80% to 90%+ for independents) & Incentives
Onboarding Incentives including upfront forgivable transition loans
Fees such as E&O, Technology and Tickets below industry norm
Position Summary:
We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This 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.
BD, RIA, and Insurance Platforms
We will consider both W2 and 1099 affiliations
Custody & Clearing with RBC & Schwab
We have attracted advisors from Regional, Wirehouse and Independent Firms
Qualifications:
5+ years of proven success
Series 7 (6) and 63 licenses are required
Self-starter with a strong work ethic and ability to work independently
Portable existing client relationships are a requirement
San Blas Securities is an Equal Opportunity Employer
This is a Remote (work from home/own office) position.
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ZAeUWYydR9
Financial Advisor
Finance advisor job in Waterloo, IA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern 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. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. 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. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyFinancial Advisor
Finance advisor job in Council Bluffs, IA
At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
Openings in multiple locations across the FNBO Footprint. ***
Omaha, Nebraska
Fort Collins, Colorado
DeKalb, Illinois
Sugar Grove, Illinois
Council Bluffs, Iowa
Plano, Texas
About This Role:
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate for This Role:
Required Qualifications:
Bachelor's degree in Business Administration or related field or equivalent experience.
3 years of experience in the investment or financial services industry.
FINRA Series 7 and 66 (or Series 63 & 65) registrations.
State Life, Accident & Health and Variable Contract insurance licenses.
Previous successful business development activities and effective relationship management experience.
Proven sales skills, preferably in the investment industry.
Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: ***************************************
To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250197
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Auto-ApplyAdvisor, Financial Planning and Analysis
Finance advisor job in Des Moines, IA
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain Transportation Finance team in achieving financial goals, managing key Partner closely with transportation systems and operations teams to provide financial insights and support strategic initiatives
+ Support and maintain financial models to forecast transportation costs, assess performance, and identify cost-saving opportunities
+ Prepare monthly, quarterly, and annual financial reports related to transportation spend and operational KPIs
+ Analyze variances between actual results, budgets, and forecasts, providing actionable recommendations to stakeholders
+ Support budgeting and planning cycles for transportation and logistics functions
+ Monitor and report on transportation trends, regulatory changes, and market dynamics impacting financial performance
**_Qualifications_**
+ Bachelor's degree in Finance, Accounting, or a related field, preferred
+ Minimum of 3 years of experience in finance preferred. Experience within transportation, logistics, or supply chain environments preferred.
+ Proven track record of building strong business partnerships with systems and operations teams
+ Solid understanding of financial principles, cost accounting, and budgeting processes
+ Strong analytical and problem-solving skills with attention to detail
+ Excellent communication skills and ability to present complex data to non-financial stakeholders
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/13/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Advisor
Finance advisor job in Marion, IA
Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are you interested in helping people accomplish their retirement goals and making a positive impact? Do you enjoy educating others?
The Licensed Financial Advisor provides expertise on products and services to members and non-members regarding planning for retirement and investment services. Services include an analysis of current financial picture, assisting with the establishment of financial goals, and the development of a strategy designed to achieve those goals. Via Credit Union provides services within 12 counties of members *, therefore, the Advisor will travel to meet with members in the membership counties.
*Field of membership counties: Blackford, Delaware, Grant, Hamilton, Howard, Huntington, Kosciusko, Madison, Miami, Tipton, Wabash, and Wells
Reasonable Accommodations Statement: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions:
Connect with members and prospective clients via telephone calls and in person.
Analyze data collected from members in order to develop a financial plan that meets the member's specific needs.
Conduct annual reviews with each client.
Develop, submit to Credit Union Service Organization for approval, and present education seminars/workshops on topics of interest to members.
Assist in the development of a marketing plan for products and services offered through Credit Union Service Organization (CUSO).
Become familiar with all products and services offered through the credit union and cross-sell as the opportunity arises.
Records all sales, transactions, and pertinent conversations are documented.
Keep prospectus and sales literature stocked and current.
Compile monthly activity and sales reports for Via Credit Union as well as quarterly and annual production reports.
Maintain member files.
Oversee signature guarantee program and maintain logs.
Maintain Investment Department website.
Ensure the Investment Department is in compliance with FINRA.
Maintain advertising and complaint files as required by the FINRA.
Be prepared for compliance audits by the state or Credit Union Service Organization and correct any deficiencies.
Complete continuing education to maintain licenses.
Compile production and marketing projections, in December, and develop an Investment Department budget for the next year.
Promote and exemplify Via CU' s commitment to members through great service.
Interface with other departments as needed.
Build strong relationships with all members, staff, and prospective members.
Keep key employees informed and educated so they can promote the products and services the Investment Department has to offer.
Position Requirements and Qualifications:
Education: High School Diploma or equivalent required; bachelor's degree preferred
Experience:
2 or more years of sales experience in the financial services industry, preferably in a bank or credit union.
Technical knowledge about various insurance and investment vehicles with regards to tax implications
Knowledge of Social Security, Medicare, and Medicaid
Computer Skills:
Word and Excel
Computer literate
Certifications & Licenses:
FINRA Series 7, 63/65 (or 66) securities licenses (or better)
Life and Health Insurance licenses
License in long term care and P & C preferred
Clean U-4 and Background
Certified Financial Planner (CFP) designation preferred
Valid driver's license, must be insurable
Expectations:
Demonstrate and consistently model the Via CU brand based on the mission, vision, and values.
Demonstrate honesty and integrity and be seen as credible in the workplace.
Accept responsibility and be accountable for your actions.
Demonstrate ability to take care of the members' needs while following company procedures, maintain confidentiality, demonstrating the ability to handle sensitive matters.
Demonstrate and model strong interpersonal skills, maintain a positive and respective attitude.
The ability to formulate sound decisions using the available information.
Act as a role model within and outside of the department.
Adhere to company policies and procedures, maintaining confidentiality, and demonstrating the ability to handle sensitive matters.
Excellent organizational skills and initiative to improve processes.
Communicate regularly with department head about issues.
Demonstrate flexible and efficient time management, ability to work independently and prioritize work and complete within given deadlines.
Physical Demands:
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs./day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs./day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs./day)
Occasionally: Reach above Shoulder, Squat or Kneel, Lift/Carry over 20 -100 lbs.
Frequently: Reach Outward, Bend, Lift/Carry and/or Push/Pull 11-20 lbs.
Constantly: Sit, Stand, Walk, Manually Manipulate, Visual Accuity, Talk, Hear/Listen, Lift/Carry 10 lbs. or less, Push/Pull 12 lbs. or less
Not Applicable: Crawl, Climb
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be in a fast paced, stressful environment. Some outside environmental conditions, especially while traveling to meetings, training, or meeting with members. The noise level in the work environment is usually moderate.
EOE
** Representatives are employed by Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit ****************
CFS (Member FINRA/SIPC) is a broker-dealer and Registered Investment Advisor with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.
Auto-ApplyFinancial Advisor - West Des Moines
Finance advisor job in West Des Moines, IA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyFinancial Advisor with Educating/Coaching Experience
Finance advisor job in Waverly, IA
Job DescriptionBenefits:
Retirement
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Teaching Skills into Financial Services:
Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
See the Impact of Your Work: Just as youve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients lives, both now and in the future.
Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.
Position Responsibilities for a Financial Advisor:
Educate clients on financial planning and insurance solutions.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.
Position Requirements:
Strong communication and interpersonal skills.
Goal-oriented with a desire to succeed.
Life insurance license and FINRA certifications (or willingness to obtain).
Funk Group Mission/Vision/Values:
Mission: To create financially secure communities while giving back to local causes and making a meaningful impact through both financial support and volunteer efforts.
Vision: To empower individuals to build a secure financial future and contribute to community-driven initiatives that strengthen the bonds within the local area.
Core Values: Community, impact, integrity, service, and collaboration.
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Meet Our Local Leaders:
Mark Funk - Managing Director:
How long with NM? 26 years
Prior Experience? Started with Northwestern Mutual in college as an intern while pursuing his finance degree.
Passionate About? He and his wife love to travel and spend time with their family at their properties in Montana and Florida. Mark also enjoys playing golf and hunting at his cabin in Northeast Iowa.
Nick Jans - Wealth Management Advisor:
How long with NM? 2 years as an intern and 11.5 years full-time
Prior Experience? Studied Business at UNI and worked at Scheels.
Passionate About? Nicks central focus outside of work is his family life he and his wife Kelly have been married almost 10 years, and they have three kids: Talon (5), Brooks (3), and Navy (1). He is also very passionate about bow hunting, land management, and fly fishing. Nick enjoys anything outdoors.
Eric Sikkema - Wealth Management Advisor:
How long with NM? 12.5 years with Northwestern Mutual
Prior Experience? Worked for a golf course before joining Northwestern Mutual.
Passionate About? Eric enjoys travel, spending quality family time, participating in sports, and golfing.
Owen Ward - Certified Financial Planner:
How long with NM? 7 years
Prior Experience? Started his career right out of college.
Passionate About? Owen is passionate about spending time with his family, traveling, and cheering on the Hawkeyes.
Alyssa Wilgenbusch - Financial Representative:
How long with NM? 7 months
Prior Experience? I studied Wealth Management and Leadership at UNI, worked as a teller at Dupaco Credit Union, and interned with their financial services team. After graduation, I pursued my goal of becoming a financial advisor and joined NM.
Passionate About? Im passionate about volunteering, spending time with loved ones, growing my faith, reading, practicing hot pilates, and exploring art.
Ally Dana - Development Director:
How long with NM? Almost 10 years!
Prior Experience? I graduated from UNI in Leisure Services and interviewed with NM my senior year, despite no prior financial services experience. After learning more about the company, I joined NM the Monday after graduation.
Passionate About? I enjoy spending time with my husband, daughter, and dogs, practicing barre/pilates/yoga, being outdoors, and traveling.
Mark Hubbard - Wealth Management Advisor:
How long with NM? Mark has worked with NM for 20 years.
Prior Experience? Mark was a middle school teacher and football coach. He retired from coaching after 20 years, having spent 23 years in the education and coaching profession.
Passionate About? Mark enjoys spending time with his wife, Angie, and their kids, following their childrens sports schedules. Hes also passionate about hunting, boating, working out, and reading.
About Us: At the Funk Group - Northwestern Mutual, our mission is to build financially secure communities, one person, one family, and one business at a time. We are deeply committed to giving back, supporting local organizations such as Alexs Lemonade Stand, the Northeast Iowa Food Bank, Retrieving Freedom, Cedar Valley Angels, Junior Achievement, Habitat for Humanity, House of Hope, and the Boys and Girls Club. Through partnerships with Hy-Vee and initiatives like Americans For Independent Living (AFIL) and Ledar Valley, we help make a difference. As a Financial Representative, youll not only grow a fulfilling career but also contribute to these impactful causes, positively shaping both your clients financial futures and your community.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mark Funk is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
J.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowa
Finance advisor job in Des Moines, IA
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using 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.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Advisor
Finance advisor job in Lamoni, IA
Main duties include but not limited to: * Assist students with completing or questions concerning FAFSA * Package new and returning students with financial aid after receiving FAFSA * Council students and families regarding aid and balance * Review of student accounts and follow up with students
* Review all billing, aid and other fee postings
* Request credit balance refund checks
* Certify Private Loans
* Process student payments
* 3rd party billing
* Figure and set up payment plans
Graceland University welcomes your application and interest in the open positions listed on this website. Updates are made regularly, so please check back often. Benefits overview is available here. Graceland offers a generous paid time off policy, which includes vacation, sick leave and holiday pay.
Graceland is a nonsectarian institution sponsored by Community of Christ, which provides a rich Christian heritage. Graceland has two main campuses: one located in Lamoni, Iowa, and one located in Independence, Missouri.
Founded in 1895 and sponsored by Community of Christ, Graceland University is much more than a school. Graceland is a community of passionate, caring and dedicated individuals who make up a worldwide community network that reaches far beyond the two campuses.
All applications/resumes are kept on file for one year. If you see future positions that interest you, please let us know so we may submit your application materials. Reference letters will not be accessible to applicants during the application process nor after becoming an employee.
Graceland is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. Graceland welcomes individuals with diverse backgrounds, experiences, and ideas. We're looking for candidates who share our commitment to diversity and inclusivity. Graceland University consists of two campuses: the Lamoni campus is a residential liberal arts institution situated in south central Iowa, approximately 70 miles south of Des Moines, IA and the Independence, Missouri campus which focuses on degree completion, adult and graduate programs.
Auto-ApplyMarket Advisor Intern
Finance advisor job in Ames, IA
Financial Services
Hiring Manager: Ames Office Manager & Market Advisor
Full Time: up to 40 hr per week
This is a 12 week summer internship program starting May 26, 2026 and concluding August 14, 2026. Candidates must be currently enrolled in college and have a graduation date after August 2026 to be considered for this opportunity.
Summary
The Market Advisor Intern be assigned a variety tasks and projects to support key sales and operation initiatives. We are seeking a talented and highly motivated individual to join our intern program!
In this position, you will be expected to learn the ins-and-outs of our daily routines and procedures. You will focus on learning how our organization runs and contributing to our success.
Position Responsibilities
Shadow multiple office positions and train in a variety of tasks
Assist in preparing market information and research material
Manage databases and input information, data, and records
Research and generate lists of potential customers
Provide input on customer briefs, presentations, and sales literature
Assist in evaluating new opportunities
Participate in other assigned tasks or projects
About You (Qualifications):
Actively pursuing a degree in Agriculture
Agriculture experience
Intermediate experience working with data, spreadsheet and generating reports (Excel)
About the team:
Our producer and commercial teams are spread around the country with a core sector based in Chicago IL, Ames IA, and Platteville WI, and are mostly made up of transplants from all over the US. The team has a deep passion for the ag industry and managing price risk for the firm's clients.
Who you will be working for Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains to feed a growing world. The breadth of the portfolio is uniquely capable of supporting the complex needs of companies involved in dairy, livestock, crops, and agribusiness. With decades of experience and industry-leading innovations, our technology, risk management, and market intelligence provide our customers with the tools and insights they need to operate more efficiently, sustainably, and strategically across every stage of the supply chain. We welcome candidates from all backgrounds to contribute their unique perspectives to our team. Your success is our success! Please visit our webpage to learn more about us News.Ever.Ag and ********************
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Des Moines, Iowa
Finance advisor job in Des Moines, IA
JobID: 210647835 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using 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.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Advisor - Omega (Iowa State)
Finance advisor job in Iowa
Application Deadline: Open until filled While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders.
Responsibilities
Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta's member competencies.
Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments.
Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year.
Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority.
Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures.
Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication.
Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same.
Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent.
Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training.
Represent the financial interests of the chapter by serving as an active member of the chapter's advisory board and ex-officio member of the affiliated house corporation (AHC).
Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise.
Expectations
This role requires five to 15 hours per week on average.
Travel: Volunteers in this role will be expected to travel up to two days per year.
Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter.
Complete all Fidelity volunteer online lessons and OmegaFi training.
Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment.
Attend all advisory board meetings, retreats and calls.
Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats.
Respond to all communication within 48 hours.
Be in good standing by paying international alumnae dues or being a Life Loyal member.
Preferred Competencies and Experiences
Self-awareness of strengths, challenges and motivation for volunteering
Effective, clear and timely written and verbal communication
Desire to mentor and coach collegiate women
Knowledge of financial best practices
Knowledge of Gamma Phi Beta policies, procedures and plans
Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies
Auto-ApplyIntern, Financial Planning & Analysis
Finance advisor job in Des Moines, IA
Join F&G as a Summer 2025 intern and gain relevant experience, professional development and incredible networking at a growing company. This position's primary responsibility is to...
Organization
This position reports to the Director, FP&A GAAP Projections & Analysis. They will work with other members of the Financial Planning & Analysis Department when performing assigned work, and will have an opportunity to have responsibilities across the FP&A organization. FP&A interacts with all levels of management throughout the entire organization.
Duties & Responsibilities
The range of tasks to be performed may include, but may not be limited to, the following:
Assisting with the preparation and tie outs of the monthly forecast packages
Assisting with the preparations for the Multi-Year Plan process
Assisting with the testing and implementation of a new forecasting tool/system and process
Assisting with the monthly/quarterly forecast and quarterly close activities
Assisting with ad hoc requests, special projects and other duties related to financial planning and analysis, as assigned
Other duties related to FP&A, as assigned.
Experience & Education Requirements
Accounting or Finance degree major
GPA of 3.0 or greater (on a 4.0 scale) within major
Interest in a career within financial services industry preferred
Skills and Abilities
A successful candidate will possess the following skills and abilities:
Strong interpersonal and communication (verbal and written) skills
Highly motivated and demonstrated ability to take initiative
Willing to learn
Ability to work as part of a team with professionals at all levels
Ability to work on multiple tasks
Organizational and time management skills
Intermediate/advanced skills in Microsoft Office Suite (e.g., Excel, Word)
Ability to maintain confidentiality
Ability to create complete and accurate documentation of work performed
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.
As an Iowa Top Workplace
1
and a proud equal opportunity employer, F&G employees are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company, while continuing to be a great place to work.
Join our employee-centric hybrid work environment: fglife.com/about/culture.html
1
Des Moines Register Top Workplaces 2018-2020
Auto-ApplyFinancial Analyst Intern
Finance advisor job in Cedar Falls, IA
Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect:
An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week.
Personal guidance
A professional working and learning environment
An internship community and inspiring events
Job TitleFinancial Analyst InternJob Description
Financial Analyst Intern
Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy.
Our Shared Future
“I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.” -
Financial Analyst Intern
You and Your Job:
The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following:
Develop an understanding about possible loan structures, credit products and how they are used.
Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents.
Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats
Experience with financial spreading and financial statement analysis.
Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas.
Researching and following up on loan delinquencies.
Participation in a summer long project where there will be an opportunity to present to leadership and the local team.
Willingness to travel 10-15% at times.
Your Promise to Us:
To be considered for the Financial Analyst Intern role, you must have:
Strong written and oral communication and comprehension skills.
Ability to manage time effectively and handle multiple projects at one time.
Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision.
Knowledge or experience in agriculture, preferred
Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major.
Minimum GPA of 3.0 on a 4.0 scale required.
Our Commitment to You
Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers.
Internship Overview:
Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program.
Our Organization:
As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************
Salary Expectations:
Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing)
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Financial Representative State Farm Agent Team Member
Finance advisor job in Bettendorf, IA
Job DescriptionBenefits:
Simple IRA Matching
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Representative State Farm Agent Team Member with Gregg Hancock - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Join the Gregg Hancock State Farm Agency team as a Financial Representative and make a positive impact on the lives of others while transforming your own life - personally, professionally, and financially.
As a Financial Representative, you will work with clients to develop and implement comprehensive insurance and financial plans, helping them understand their current financial situation, plan for the future, and provide the necessary tools and support to achieve their goals. While extensive training and mentorship will be provided, we also value your expertise and encourage you to take ownership of your role.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Build personal and trusted relationships with clients by connecting with them on a deeper level.
Develop and implement insurance and financial plans to help clients achieve their financial goals.
Benefit from the backing of State Farm, a renowned industry leader with over 20,000 Agents nationwide.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be financial service licensed.
Proven experience working as a financial services representative.
Ability to connect with people and establish strong relationships.
Interest in financial planning.
Driven and committed to succeeding.
Desire to earn more based on hard work.
Passion for helping people make informed insurance and financial decisions.
Ready to achieve personal and professional fulfillment.
BENEFITS:
Competitive commission-based compensation with bonuses.
Control over your earnings at any stage of your career.
Retirement package.
Life insurance.
Growth potential/Opportunity for advancement within my office
PREFERRED QUALIFICATIONS:
Background and work experience in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military, or community influence.
Bachelor's degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starter mentality.
ABOUT STATE FARM:
At State Farm, we believe that everyone deserves financial security and peace of mind. Our team of Financial Representatives is committed to helping clients achieve their financial goals and make informed decisions about their future.
With a rich history in the industry, State Farm is a trusted and respected name in the insurance and financial services sector. Join our team and be a part of our legacy of providing exceptional service and support to our clients. Together, we can make a difference in people's lives and ensure a brighter financial future for all.
Financial Analyst Intern
Finance advisor job in Cedar Falls, IA
Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect:
An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week.
Personal guidance
A professional working and learning environment
An internship community and inspiring events
Job TitleFinancial Analyst InternJob Description
Financial Analyst Intern
Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy.
Our Shared Future
“I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.” -
Financial Analyst Intern
You and Your Job:
The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following:
Develop an understanding about possible loan structures, credit products and how they are used.
Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents.
Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats
Experience with financial spreading and financial statement analysis.
Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas.
Researching and following up on loan delinquencies.
Participation in a summer long project where there will be an opportunity to present to leadership and the local team.
Willingness to travel 10-15% at times.
Your Promise to Us:
To be considered for the Financial Analyst Intern role, you must have:
Strong written and oral communication and comprehension skills.
Ability to manage time effectively and handle multiple projects at one time.
Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision.
Knowledge or experience in agriculture, preferred
Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major.
Minimum GPA of 3.0 on a 4.0 scale required.
Our Commitment to You
Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers.
Internship Overview:
Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program.
Our Organization:
As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************
Salary Expectations:
Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing)
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Auto-ApplyRotational Banking Internship (Summer 2026)
Finance advisor job in West Des Moines, IA
Job DescriptionDescription:
What You'll Be Doing
The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path.
As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture.
As an intern you will
Work in one of our 22 communities.
Interact with Senior Leadership.
Participate in hands-on retail and credit analysis training.
Develop business acumen.
Complete projects and work assignments as directed in assigned areas.
Interact, work and respond effectively with internal and external business clients.
Core Responsibilities
Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone.
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records.
Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts.
Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank.
Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader.
Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding.
Participates in business development meeting with prospective and existing client calls.
Participates in loan committee meetings to obtain a further understanding credit analysis.
Supports Loan Assistants by preparing various loan documents.
Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations.
Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc.
Perform any other related duties as required or assigned.
General Responsibilities
Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance.
Requirements:
Skills/Experience You'll Need
Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior.
Demonstrated leadership skills through participation in school and community activities.
Prior cash handling/client experience preferred but not required.
Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best.
Strong verbal and written communication skills.
Hours of Work & Travel
Full-time hours throughout intern program (10-12 weeks) during the Summer 2025.
Days and hours of operation vary with each Bank Iowa location.
Occasional travel between bank locations throughout internship.
Our People-Centered Culture
At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities.
At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you.
Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.