Wealth Management Specialist
2 days ago
At Two Rivers Financial Group, Inc., we are seeking a highly skilled and motivated Wealth Management Officer/Financial Advisor to join our team. As a key member of our wealth management 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 service and support throughout their financial journey.
- 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.
- Competitive compensation package.
- Comprehensive healthcare benefits.
- 401K retirement plan.
- Employee stock ownership plan.
- Life and AD&D insurance.
- Long-term disability plan.
- Paid time off (PTO).
- Paid holidays.
- Paid volunteer hours.
- Part-time employment premium pay.
- Weekend premium pay for qualifying positions.
- Professional development and advancement opportunities.
- Employee assistance program.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial professional looking for a new challenge, please submit your application today.
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Wealth Management Specialist
7 days ago
Burlington, Iowa, United States Two Rivers Police Department Full timeJob Title: Wealth Management Officer/Financial AdvisorTwo 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...
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Wealth Management Professional
5 days ago
Burlington, Iowa, United States Two Rivers Police Department Full timeJob SummaryWe are seeking a highly skilled Wealth Management Officer/Financial Advisor to join our team at Two Rivers Financial Group, Inc. This role will be responsible for providing exceptional financial guidance and services to our clients, while also developing new business opportunities and relationships.Key ResponsibilitiesConduct financial analysis...
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Wealth Management Officer/Financial Advisor
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Burlington, Iowa, United States Two Rivers Police Department Full timeAbout Two Rivers Financial GroupTwo Rivers Financial Group is a leading provider of financial solutions, offering a comprehensive range of banking and wealth management services to individuals and businesses across Iowa. Our team of experienced professionals is dedicated to providing exceptional customer service and expert financial guidance to help our...
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Burlington, Iowa, United States Two Rivers Police Department Full timeAbout Two Rivers Financial GroupTwo Rivers Financial Group is a leading provider of financial solutions, offering a comprehensive range of banking and wealth management services. With a strong presence in Iowa, our team is dedicated to delivering exceptional customer service and financial expertise.Job SummaryWe are seeking a highly motivated and experienced...
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