Financial Services Professional

7 days ago

Burlington, Iowa, United States Two Rivers Police Department Full time
Job Summary

We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Two Rivers Financial Group, Inc. As a key member of our financial services team, you will be responsible for providing expert financial guidance and services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Client Acquisition and Retention: Proactively seek out and interact with new and existing clients to provide financial guidance and services, and to enhance revenue growth.
  • Financial Analysis and Planning: Conduct financial analysis and assessments to understand clients' financial goals and needs, and create tailored investment strategies to meet their objectives.
  • Investment Research and Recommendations: Perform investment research and stay informed of current and future developments in financial markets to ensure accurate and up-to-date financial guidance is provided to clients.
  • Community Engagement: Actively engage in community events and utilize centers of influence to maximize networking opportunities and to positively represent the Two Rivers brand.
Requirements
  • Education and Experience: Bachelor's degree or equivalent work experience, with a minimum of 2 years of experience in the financial services industry.
  • Licenses and Certifications: Valid and active FINRA Series 7 & Series 66 licenses, and valid State Health & Life Insurance licenses.
  • Skills and Qualifications: Excellent verbal and written communication skills, strong analytical skills, and the ability to build and maintain relationships with clients and colleagues.
What We Offer
  • Competitive Compensation: A competitive salary and commission structure, with opportunities for advancement and professional growth.
  • Collaborative Work Environment: A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
  • Professional Development: Opportunities for ongoing training and professional development, to help you stay up-to-date with the latest industry trends and best practices.
How to Apply

If you are a motivated and experienced financial services professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.

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