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Wealth Management Specialist

2 months ago

Burlington, Iowa, United States Two Rivers Police Department Full time
Job Title: Wealth Management Officer/Financial Advisor

Two Rivers Financial Group, Inc. is seeking a highly skilled and motivated Wealth Management Officer/Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional financial guidance and services to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Conduct financial analysis and assessments to understand clients' financial goals and needs.
  • Create tailored investment strategies for clients, taking into account their objectives, constraints, and risk tolerance.
  • Educate clients on financial planning strategies and investment options, providing them with the knowledge and confidence to make informed decisions.
  • Monitor and review clients' financial situations regularly to ensure alignment with their goals and objectives.
  • Build and maintain strong relationships with clients, providing them with exceptional customer service and support.
  • Identify value-added products and services for clients, developing additional business through referrals and cross-sales.
  • Stay up-to-date with current and future developments in financial markets, providing clients with accurate and informed financial guidance.
Requirements:
  • Bachelor's degree or equivalent work experience.
  • 2 years brokerage or financial services industry experience.
  • Valid and active FINRA Series 7 & Series 66 licenses - preferred (or attained within 6 months).
  • Valid State Health & Life Insurance licenses or attained within 60 days.
Preferred Qualifications:
  • Experience with computer operating systems (Windows).
  • MS Office software experience preferred. Experience with bank or financial analysis software preferred.
  • Well organized, self-directed, team-player.
  • Excellent verbal and written communication skills.
  • Excellent relationship-building skills and strong, well-developed interpersonal skills.
Work Environment:

This is an in-office position, requiring same-day travel. As a salaried/commissioned employee, you will be part of a dynamic and supportive team, working together to achieve our clients' financial goals.

Two Rivers Financial Group, Inc. is an equal opportunity employer, committed to providing a diverse and inclusive work environment. We are proud to be a protected veterans/individuals with disabilities employer.