Current jobs related to Entry-Level Financial Advisor - Des Moines - New York Life Des Moines GO
-
Entry Level Financial Sales Professional
1 week ago
Des Moines, IA, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales) - Des Moines, IA Work Type: Full Time Regular Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in...
-
Financial Services Associate
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group LLC Full timeJob DescriptionVision Financial Group LLC is seeking a highly skilled Tax Preparer to join their team. The ideal candidate will have a strong attention to detail and excellent customer service skills.The responsibilities of this role include:Tax Preparation and Entry:Prepare and accurately input tax data into software systems.Review financial records and...
-
Financial Services Professional
4 weeks ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeFinancial Advisor OpportunityVision Financial Group, LLC is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with clients to understand their financial objectives, risk tolerance, income, expenses, and assets. You will assist in developing personalized financial plans, utilizing your knowledge of...
-
Career Opportunities as a Financial Advisor
3 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeFinancial Advisor Role at New York Life Des Moines GOAs a Financial Advisor at New York Life Des Moines GO, you will play a vital role in helping clients achieve their financial goals. This is a client-based role where you will run your own practice, but have the support of a Fortune 100 company.Your core responsibility will be to provide your clients with...
-
Financial Aid Advisor
3 weeks ago
Des Moines, Iowa, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Aid Advisor to join our team at Highline College. The successful candidate will be responsible for providing exceptional service to students, staff, and external agencies, while ensuring compliance with federal, state, and institutional regulations.Key ResponsibilitiesProvide consumer...
-
Financial Aid Advisor
4 weeks ago
Des Moines, Iowa, United States InsideHigherEd Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Aid Advisor to join our team at Highline College. As a key member of our financial aid team, you will be responsible for providing exceptional service to students, staff, and external agencies, while ensuring compliance with federal, state, and institutional regulations.Key...
-
Financial Services Professional
3 weeks ago
Des Moines, Iowa, United States Vision Financial Group, LLC Full timeFinancial Advisor OpportunityVision Financial Group, LLC is seeking a skilled Financial Advisor to assist clients in achieving their financial goals. The ideal candidate will possess a strong understanding of investments and asset management strategies, as well as excellent customer service and communication skills.Key Responsibilities:Meet with clients to...
-
Associate Financial Aid Advisor
6 days ago
Des Moines, United States Strategic Education Inc. Full timeThe Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key...
-
Financial Services Sales Support Manager
4 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.We are seeking a Financial Services Sales Support Manager to lead, coach, develop, and support an internal sales support team. As a key...
-
Tax Advisor
3 weeks ago
Des Moines, Iowa, United States H&R Block Full timeAbout the RoleWe are seeking a skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and...
-
Financial Representative Trainee
3 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityAt Mutual of Omaha, we are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance...
-
Financial Services Sales Support Manager
1 month ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFinancial Services Sales Support ManagerAre you a customer service and financial services professional looking to take your career to the next level? We may have the opportunity for you at Farm Bureau Financial Services.About Us:Farm Bureau Financial Services is a leading provider of financial services, protecting the livelihoods and futures of our...
-
Financial Representative Trainee
4 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferHourly Wage: $16/hour for up to 30 daysPromotion to a Financial...
-
Financial Services Specialist
3 weeks ago
Des Moines, Iowa, United States Principal Financial Group, Inc. Full timeKey ResponsibilitiesWe are seeking a highly skilled Broker Dealer Trader II to join our team. In this role, you will provide exceptional service to registered representatives, investment advisors, and clients by resolving problems and answering questions about investment accounts.You will be responsible for:Providing daily phone support to registered...
-
Financial Representative Trainee
4 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee Role OverviewAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a critical role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Participate in a comprehensive training program to develop...
-
Tax Advisor
4 weeks ago
Des Moines, Iowa, United States H&R Block Full timeJob Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team of experts. As a Tax Advisor, you will play a critical role in providing exceptional tax preparation, planning, and audit support to our clients.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax and...
-
Financial Representative Trainee
3 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeJob Summary:We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team. As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Key Responsibilities:Participate in a...
-
Financial Services Representative
3 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeFinancial Advisor Role OverviewNew York Life Des Moines GO is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and secure their financial futures.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial...
-
Financial Operations Specialist
3 weeks ago
Des Moines, Iowa, United States Lincoln Financial Group Full timeJob SummaryThis role provides coordination of financial operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations.Key ResponsibilitiesMaintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new...
-
Financial Planning Specialist
4 weeks ago
Des Moines, Iowa, United States Mercer Advisors Full timeAt Mercer Advisors, we're dedicated to providing exceptional wealth management services to our clients. As a Financial Planning Specialist, you'll play a critical role in helping us achieve this goal.The Financial Planning Group is a centralized team that supports our Wealth Management Teams nationally to create customized and comprehensive personal...
Entry-Level Financial Advisor
2 months ago
Must live in the state of Iowa.
As a Financial Advisor at New York Life, you will step into a client's life to provide education, strategies, and products to protect their financial future while building a great career for yourself in the process. This is a client-based role where you run your own practice but have the support of a Fortune 100 company and are aligned with a company where hard work is valued and rewarded. Your core responsibility will be to provide your clients with customized solutions through selling life insurance, investments, and long-term care insurance that set them up for the future. You will be making a living with a lot of room for growth while making an impactful difference in someone's life.
This is a sales role that includes a salary plus commission, quarterly, and yearly bonuses as well as full benefits for yourself and your family members.
Responsibilities
•Understanding the needs and financial concerns of clients and providing solutions
•Sell life insurance and long-term care insurance
•Educating clients on how to plan for their future financially if the event of unfortunate life circumstances occur
•Networking and building your personal book of business through establishing professional networks and prospecting for new clients
•Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security
Training/Resource Benefits:
•Ongoing access to local managers, team member collaboration, and 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 a successful career
•Support from corporate development managers and product consultants to assist you
•Access to state-of-the-art marketing support
Qualifications
•Must live in the state of Iowa
Do you consider yourself to have these qualities?
•Sales knowledge
•Strong communication skills and ability to talk to anyone easily
•A great mindset
•Enjoy engaging in your community and networking
•Self-starter and eager to learn new things
If so, apply for a rewarding career as an Entry-Level Financial Advisor at New York Life Des Moines' general office. We'd love to talk with you.