Certified Financial Advisor

About the RoleAs a Financial Planning Professional at Smith + Frieberg Financial, you will be responsible for developing and implementing tailored financial plans for our clients. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact.Key Responsibilities:Conduct...

At Smith+Frieberg Financial, we are seeking a highly skilled Financial Planning Specialist to join our team. As an Associate Financial Planner, you will play a vital role in delivering exceptional client service and supporting our clients in achieving long-term financial success.The estimated annual salary for this position is $80,000-$110,000 depending on...

Company Overview:Cetera Financial Group is a leading financial services company seeking an experienced Senior Operations Manager to lead its Fee for Service / Financial Planning operations.Job Description:The Senior Operations Manager will oversee the operational process for Fee for Service / Financial Planning, ensuring seamless execution and high-quality...

At Vision Financial Group LLC, we are seeking a highly skilled Tax Planning Specialist to join our team. This role is an exciting opportunity for an individual with a strong background in accounting and tax planning to work with clients to optimize their financial outcomes.The ideal candidate will have a deep understanding of tax laws and regulations, as...

We're seeking an experienced Financial Services Operations Specialist to join our Wealth Management team. As a key player in driving business growth, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help them succeed.Key responsibilities include:Providing exceptional support to Registered Representatives and...

Cetera Financial Group is seeking an experienced Operational Leadership Specialist to lead our Fee for Service / Financial Planning team. This role will oversee the operational process and provide guidance to advisors on financial planning requirements.Job DescriptionLiaise with advisors and their staff to understand their Fee For Service/Financial Planning...

OverviewMercer Advisors is a leading wealth management firm dedicated to providing comprehensive financial solutions to clients nationwide.Salary$85,000 - $110,000 per year, depending on experience and qualifications.Job DescriptionThis Senior Financial Planning Professional will play a crucial role in supporting the company's financial planning team by...

About the RoleWe are seeking a highly motivated and organized Branch Office Administrator to join our team. As a key member of our branch, you will play a critical role in providing exceptional client service and supporting our financial advisors.Key ResponsibilitiesDeliver personalized service to clients, ensuring they feel understood and informed about...

About UsAt Edward Jones, we're committed to creating a culture where everyone feels valued and respected. As a Fortune 500 company, we pride ourselves on being privately-owned, allowing us to focus on our clients' needs rather than shareholder returns.We're proud of our associates' contributions to the firm and the recognitions we've received. Our U.S....

Company OverviewEdward Jones is a Fortune 500 company where people come first. We are a privately-owned firm with over 8 million clients and 19,000 financial advisors across the U.S. and Canada.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

At World Insurance Associates LLC, we empower businesses and individuals to achieve their long-term financial goals by providing innovative risk management solutions. As a key member of our team, you will leverage your expertise in commercial lines insurance to cultivate new business relationships and drive revenue growth.Our Client Advisors bring risk...

Job SummaryWe are seeking an experienced Administrative Support Specialist to join our team at Smith + Frieberg Financial in Des Moines, Iowa. As an Executive Assistant, you will play a crucial role in supporting our advisors and clients by managing calendars, coordinating meetings, and preparing documents.

Job OverviewWe are seeking a skilled Wealth Management Specialist to join our team at Smith + Frieberg Financial. As a key member of our client-facing team, you will play a vital role in delivering exceptional client service and helping our clients achieve their long-term financial goals.Key Responsibilities:Develop and implement tailored financial plans for...

About the Role">We are seeking a Financial Services Representative to join our team at Edward Jones. As a representative, you will play a critical role in helping clients achieve their long-term financial goals.">Key Responsibilities:">">Building and maintaining strong relationships with clients">Providing exceptional customer service">Assisting clients in...

About Watercress Financial Group LLCWe are a financial technology lender with a small office work environment, offering an opportunity for the right individual to make a difference.Job Summary:This position is responsible for maintaining our monthly and annual reporting, variance and budget analysis, consolidated chart of accounts, intercompany consolidation...

Job SummaryWe are seeking a highly skilled Advanced Markets Director to join our team at Principal Financial Services, Inc. This role is crucial in providing critical support on complex tax and accounting issues, including estate, business, executive benefit, and financial planning cases.The ideal candidate will have a broad understanding of the sales...

Company OverviewPrincipal Financial Services, Inc. is a purpose-led firm motivated by its mission to make financial security accessible to all. With over 140 years of experience, the company operates at the intersection of financial services and technology, building financial tools that help customers live better lives.Salary and BenefitsThe salary range for...

MercyOne Central Iowa is seeking a board-certified Physician Advisor to lead its inpatient clinical resource utilization program. This dynamic role requires a collaborative approach to decision-making and a team-building mindset. The ideal candidate will have served on hospital committees or held leadership positions.Key Responsibilities:Review cases to...

Job Title:**Financial Services Specialist**About The Weitz Company:We are a leading provider of construction services, with a strong commitment to innovation and excellence.**Key Responsibilities:**Develop, mentor, and coach payroll team members.Collaborate with HR team on employee benefits.**Requirements:**2+ years of experience managing/leading...

Role OverviewWe are seeking a highly motivated Financial Representative Trainee to join our team. As a key member of our sales force, you will be responsible for developing and implementing comprehensive financial solutions for clients.Key Responsibilities:Participate in a comprehensive program designed to equip you with the skills and competencies necessary...