Current jobs related to Senior Wealth Advisor - Des Moines, Iowa - HUB International

  • Wealth Management Advisor

    3 weeks ago

    Des Moines, Iowa, United States New York Life Des Moines GO Full time

    Are you a motivated individual with the following qualities? DrivenGoal-orientedOpen to feedbackEffective communicatorDisciplinedGenuineIf so, consider the opportunity to become a Financial Professional Advisor, where you can make a meaningful difference in the financial futures of families. At New York Life, you have the autonomy to shape your career path....

  • Senior Legal Advisor

    4 weeks ago

    Des Moines, Iowa, United States ATHENE Full time

    We are Athene, a prominent player in the retirement services sector, dedicated to enhancing the financial security of individuals and institutions through innovative retirement savings solutions. Our commitment to excellence drives us to continually raise the bar in our industry.Role Overview:Athene is on the lookout for a Senior Legal Advisor to enhance our...

  • Wealth Management Associate

    2 weeks ago

    Des Moines, Iowa, United States Mercer Advisors Full time

    Job Summary:Mercer Advisors is a leading wealth management firm that provides comprehensive financial planning services to individuals and families. We are seeking a highly skilled and detail-oriented Financial Planner II to join our team.Key Responsibilities:Prepare comprehensive financial plans for clients, including investment analysis, retirement...

  • Wealth Management Professional

    20 hours ago

    Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    Role Summary:We are seeking a highly skilled Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will work closely with Wealth Management Advisors and Consultants to provide exceptional client service and support.Key Responsibilities:Support multiple WMAs and WMCs in all aspects of the sales...

  • Retirement Services Enrollment Advisor II

    4 weeks ago

    Des Moines, Iowa, United States Avantax Wealth Management Full time

    At Avantax, we are passionate about finance, technology, and the intricacies of taxation. Our mission is to leverage our diverse experiences and unique insights to innovate in tax-focused investment strategies. As a cohesive team, we aim to make a significant impact while enjoying the journey together. Our collaborative environment is enriched by decades of...

  • Senior Retirement Business Associate

    3 days ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Retirement Business Associate to join our team at Principal Financial Group. In this role, you will be responsible for providing top-level service and solutions to our clients, partnering with PFN Advisors to deliver exceptional results.Key ResponsibilitiesPresent on PSI's retirement plan...

  • Senior Advisor for Financial Control Systems

    4 weeks ago

    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job OverviewPosition SummaryThe Senior Advisor for Financial Control Systems collaborates with organizational leaders and stakeholders to deliver specialized knowledge in financial risk management and control frameworks. This position is vital for maintaining an effective and efficient internal control structure. The advisor will provide insights aimed at...

  • Senior Associate, Retirement Business

    2 weeks ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Associate to join our Retirement Business team at Principal Financial Group. As a key member of our team, you will play a critical role in providing top-level service and solutions to our clients.Key ResponsibilitiesPartner with PFN Advisors to deliver exceptional service and solutions to...

  • Senior Analytics Advisor

    3 weeks ago

    Des Moines, Iowa, United States WELLS FARGO BANK Full time

    About the Position:Wells Fargo is looking for a Senior Analytics Advisor to be part of the Data Management and Insights (DMI) Enterprise Platform and Partner Success - Customer Engagements / Consumption team. In this capacity, you will offer support to the Analytics community, provide guidance on optimizing the use of platforms and products, assist level-1...

  • Retirement Plan Enrollment Specialist II

    4 weeks ago

    Des Moines, Iowa, United States Avantax Wealth Management Full time

    At Avantax Wealth Management, we are passionate about finance, technology, and the intricacies of taxation. Our mission is driven by the diverse experiences and unique insights of our team members, allowing us to innovate in tax-focused investment strategies. We believe that collaboration is key to making a significant impact while enjoying our work. As a...

  • Senior Analytics Advisor

    3 weeks ago

    Des Moines, Iowa, United States WELLS FARGO BANK Full time

    Position Overview:Wells Fargo is looking for a Senior Analytics Advisor to be part of the Data Management and Insights (DMI) Enterprise Platform and Partner Success - Customer Engagements / Consumption team. In this capacity, you will offer support to the Analytics community, advise on optimizing the use of platforms and products, assist level-1 analysts...

  • 401(k) Education Specialist II

    4 weeks ago

    Des Moines, Iowa, United States Avantax Wealth Management Full time

    At Avantax Wealth Management, we are passionate about finance, technology, and the intricacies of tax regulations. Our diverse team leverages its unique experiences to innovate in tax-focused investment strategies. We believe that our collective expertise allows us to make a significant impact while enjoying our work environment. As a cohesive unit, we aim...

  • Principal Financial Compliance Advisor

    3 weeks ago

    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Position OverviewRole SummaryThe Senior Advisor for Financial Controls collaborates with organizational leaders and stakeholders to deliver specialized knowledge in financial risk management and control systems. This position is vital for maintaining an effective and efficient internal control framework. The advisor will provide strategic recommendations...

  • Principal Business Execution Advisor

    3 weeks ago

    Des Moines, Iowa, United States Wells Fargo Full time

    About this Position: Wells Fargo is looking for a Senior Lead Business Execution Consultant to join our Home Lending Team. This role is pivotal in enhancing our operational effectiveness and driving strategic initiatives. Key Responsibilities: Serve as a strategic advisor to senior leadership, facilitating performance improvements and initiatives while...

  • Wealth Management Consultant

    4 weeks ago

    Des Moines, Iowa, United States Vision Financial Group, LLC Full time

    Job Type:Full-timePosition Overview:Vision Financial Group, LLC is in search of a qualified financial advisor to take on the role of Co-Advisor. This position requires a personable and detail-oriented individual who will oversee an established portfolio of clients while having the opportunity to expand their clientele.Key Responsibilities:Engaging with...

  • Financial Planning Specialist

    2 days ago

    Des Moines, Iowa, United States Mercer Advisors Full time

    Financial Planner IIMercer Advisors is a unique wealth management firm that prioritizes its clients' financial well-being. Our firm was founded in 1985 on the principle of providing a unified approach to managing clients' finances, akin to a family office for each family. We connect the dots of our clients' financial lives by integrating planning, investing,...

  • Senior Retirement Business Associate

    6 days ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    At Principal Financial Group, we're seeking a highly skilled Senior Retirement Business Associate to join our team. As a key member of our PSI Retirement Business team, you'll partner with PFN Advisors to deliver exceptional service and solutions to our clients. Your expertise will be instrumental in presenting our retirement plan capabilities to advisors,...

  • Financial Planning Specialist

    1 week ago

    Des Moines, Iowa, United States Mercer Advisors Full time

    Financial Planner II Job DescriptionMercer Advisors is a unique wealth management firm that prioritizes its clients' financial well-being. Our company was founded in 1985 on the principle of providing a unified approach to managing clients' finances, akin to a family office for each family. We connect the dots of our clients' financial lives by integrating...

  • Wealth Management Consultant

    4 weeks ago

    Des Moines, Iowa, United States Vision Financial Group LLC Full time

    Position OverviewVision Financial Group LLC is in search of a qualified and licensed financial consultant to take on the role of Co-Advisor. This individual should be personable and organized, capable of managing an established client portfolio while having the potential to expand their clientele. The position provides a base salary along with opportunities...

  • Senior Lead Business Strategy Consultant

    1 week ago

    Des Moines, Iowa, United States Wells Fargo Full time

    Job Summary:As a Senior Lead Business Execution Consultant at Wells Fargo, you will serve as a trusted advisor to leadership, driving performance and initiatives across the organization. Your expertise will be instrumental in developing and implementing information delivery and presentations to key stakeholders and senior management.Key Responsibilities:Lead...

Senior Wealth Advisor

3 months ago

Des Moines, Iowa, United States HUB International Full time
About Us:

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Job Description

The Senior Wealth Advisor works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Senior Wealth Advisor is the point person for all client relationships and must have the ability to present the services offered by TCG Advisors in a clear and concise manner.

Responsibilities
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team
Qualifications
  • Bachelor's degree, preferably in a related field such as finance, business or marketing
  • 7+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65 or equivalent
  • CFP or CFA preferred
#LI-KP1

Department Sales

Required Experience: 7-10 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at ([redacted] or USR[redacted]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.