Current jobs related to Private Wealth Advisor - Cedar Rapids - Elite Profit Path

  • Private Wealth Advisor

    3 months ago

    Grand Rapids, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Associate Wealth Advisor

    2 months ago

    Cedar Rapids, United States First Community Trust Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...

  • Associate Wealth Advisor

    3 months ago

    Cedar Rapids, United States First Community Trust, N.A. Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...

  • Private Wealth Advisor II

    3 months ago

    Grand Rapids, United States Old National Bank Full time

    Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Wealth Advisor

    3 months ago

    Cedar Rapids, United States First Community Trust, N.A. Full time

    FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Founded over 23 years ago to serve the needs of credit unions and their members, FCT manages...

  • Wealth Advisor I

    3 months ago

    Cedar Rapids, United States First Interstate Bancsystem Inc Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Cedar Rapids branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their...

  • Wealth Management Advisor

    2 weeks ago

    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Wealth Management Advisor II

    4 weeks ago

    Grand Rapids, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve...

  • Wealth Advisor

    3 weeks ago

    Grand Rapids, United States MassMutual Great Lakes Full time $150,000 - $300,000

    Job DescriptionJob DescriptionThe Opportunity:We are currently seeking a diligent and articulate Wealth Advisor to join our dynamic firm. This role is more than just a job—it’s an opportunity to build and grow your own financial advisory practice within a supportive, yet independent environment. As a Wealth Advisor at MassMutual Great Lakes, you will...

  • Junior Wealth Management Consultant

    1 week ago

    Cedar Rapids, Iowa, United States First Community Trust Full time

    Position OverviewFirst Community Trust is a nationally recognized trust organization dedicated to providing wealth management solutions, including investment strategies, retirement planning, and trust administration, primarily serving credit unions. Our mission is to assist clients in achieving their personal, financial, and estate planning objectives.With...

  • Junior Wealth Management Consultant

    3 days ago

    Cedar Rapids, Iowa, United States First Community Trust Full time

    Position OverviewFirst Community Trust is a nationally recognized trust firm dedicated to providing comprehensive wealth management solutions, including investment strategies, retirement planning, and trust administration, primarily for credit unions. Our mission is to assist clients in reaching their financial, personal, and estate planning aspirations.With...

  • Junior Wealth Management Consultant

    1 week ago

    Cedar Rapids, Iowa, United States First Community Trust Full time

    Job OverviewFirst Community Trust is a federally chartered trust organization dedicated to providing comprehensive wealth management solutions, including investment strategies, retirement planning, and fiduciary services, primarily for credit unions. Our mission is to assist clients in achieving their individual financial, investment, and estate planning...

  • Wealth Management Advisor

    3 days ago

    Cedar Park, Texas, United States Rival Sourcing LLC Full time

    Position OverviewAs a Client Investment Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering and nurturing client relationships. Your primary focus will be to:Understand Client Needs: Engage with clients to gain a comprehensive understanding of their financial goals and objectives.Asset Acquisition: Drive business growth by acquiring...

  • Wealth Financial Advisor

    3 months ago

    Grand Rapids, United States CAPTRUST Full time

    Overview: WHO are we looking for?? CAPTRUST is seeking?Wealth Financial Advisors?who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients....

  • Private Bank Trust Advisor II

    3 weeks ago

    Grand Rapids, United States Huntington Bancshares, Inc. Full time

    Description Summary: The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment accounts of...

  • Private Client Advisor II

    1 month ago

    Grand Rapids, Michigan, United States Bank of America Full time

    Private Client Advisor IIGrand Rapids, MichiganJob Description:Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to...

  • Private Bank Trust Advisor II

    2 months ago

    Grand Rapids, United States Huntington Bancshares, Inc. Full time

    Description Summary: The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment accounts of...

  • Private Bank Trust Advisor II

    2 months ago

    Grand Rapids, United States Huntington Bancshares Inc. Full time

    Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities. Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment accounts of...

  • Private Banking Support Professional

    11 hours ago

    Cedar Rapids, Iowa, United States Midwest One Bank Full time

    About the RoleAt Midwest One Bank, we're committed to delivering exceptional service to our clients. As a Private Wealth Associate, you'll play a vital role in supporting our sales and service teams in the Private Wealth division.Key ResponsibilitiesPrivate Banking Support:Prepare and process various documents, including letters, memorandums, and...

  • Administrative Support Specialist

    3 months ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

Private Wealth Advisor

2 months ago

Cedar Rapids, United States Elite Profit Path Full time
Job DescriptionJob Description

Job Description - Wealth Advisor

Are you tired of the wealth management industry's declining values and ethics? We get it… A Great company should be founded on mutual understanding, trust, collaboration, and respect.

If you have the experience and qualifications of a successful wealth advisor and want to deliver better services to your existing clients, receive qualified leads and referrals, and enjoy a great payout structure, then I strongly urge you to keep reading and apply TODAY

We are pleased to announce that our firm seeks wealth advisors nationwide to join our fast-growing fee-based organization. We will provide you with qualified leads and advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community.

What we are looking for: We welcome all experienced wealth advisors who want to continue growing their AUM. If you are looking for a company that truly cares about you and your clients, we welcome you to join our team in the comfort of your home or one of our local offices.

Requirement:

  • Must have 5+ yrs. experience as a wealth advisor
  • Must have 5+ yrs. Experience with Fidelity, Schwab, etc. platforms.
  • FINRA Series 7, 66, or 65 (required)
  • CFP/CFA (highly recommended)
  • Possessing the ability to listen and communicate effectively and a high level of ethical standards is a must.
  • Must be able to bring over a small to large book of business
  • Clean U4/U5
  • Self-driven and Goal-focused

Don't hesitate to get in touch with Janeen Leite at jl@eliteprofitpath.org to schedule a CONFIDENTIAL call. I look forward to discussing this amazing new opportunity in an atmosphere you can call your forever home

 

Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.

We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.

Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.\r
\r
We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.\r
\r
Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.