Financial Advisor
3 weeks ago
Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor.
- As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial planning practice.
- We are seeking a very special individual. We offer a client-centric, professional and fast-paced environment.
- We utilize smart technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.
- We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop solutions when working with our clients.
- We believe our clients benefit from our collaborative team approach.
- A book of business with fee-based assets will be provided.
- This position can be either W-2 or 1099.
Qualifications, Desired Skills and Experience:
- The right person is creative, reliable, innovative, and is an effective communicator. If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a commitment to succeed, you will fit well with our team.
- Willingness to work directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing client relationships.
- Ability to work independently on projects.
- A basic knowledge of financial planning is necessary for this position.
- Four-year college degree preferred
- Appropriate securities registrations and insurance licenses
- Willingness to give back to the community, as it is an integral part of our team culture.
We do business with clients throughout the nation. We are affiliated with a Registered Investment Adviser and Broker/Dealer, allowing us to offer a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees.
If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.
Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."-
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