Financial Services Professional
4 weeks ago
h3JobDescription/h3pVisionFinancialGroupLLCisseekingahighlyskilledFinancialAdvisortohelpclientsachievetheirfinancialgoals.Theidealcandidatewillhaveastrongunderstandingofinvestmentsandassetmanagementstrategies,aswellasexcellentcustomerserviceandcommunicationskills./ppbKeyResponsibilities:/b/pulliMeetwithclientstounderstandtheirfinancialobjectives,risktolerance,income,expenses,andassets./liliDevelopandimplementcomprehensivefinancialplansusingfinancialinformationandknowledgeofcurrentlegislation./liliMaintainexcellentrelationshipswithcustomersthroughprofessionaloralandwrittencommunication./liliEducateclientsonproductsandservicesavailabletohelpthemachievetheirfinancialgoals./liliResearchandrecommendinvestmentopportunitiesforclients./liliOfferstrategicadviceonriskmanagementstrategiessuchasinsurancecoverage,annuityproducts,anddebtmanagementtools./liliPerformmarketresearchtostaycurrentwithfinancialtrends./liliMaintaincompliancewithallrulesandregulationsinthefinancialindustry./liliProtectclientinformationusingpropersecurityprocesses./liliCompleteallmandatorytraininginatimelymanner,includingcontinuingeducationforFINRAlicenses./li/ulpbRequirements:/b/pulliBachelor'sdegreeinfinance,business,orrelatedareaofstudy./liliValidFINRASeries7and66(orequivalent)licensesrequired./lili1+yearsinthefinancialindustrydesired./liliStrongunderstandingofinvestmentsandassetmanagementstrategies/analysis./liliSelf-starter,problemsolver,goal-oriented,andateamplayer./liliExcellentcustomerservice,communication,andrelationshipbuildingskillsrequired./li/ulpbBenefits:/b/ppVisionFinancialGroupLLCoffersacomprehensivebenefitspackage,includingmedical,dental,andvisioninsurance,401(k)planwithcompanycontribution,PaidTimeOff,VolunteerTimeOff,flexibleworkingarrangements,andaprofessional,supportiveworkculture./p
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Insurance and Financial Services Professional
4 weeks ago
Des Moines, Iowa, United States James Walford - State Farm Agent Full timeInsurance and Financial Services ProfessionalWe are seeking a highly skilled Insurance and Financial Services Professional to join our team at James Walford - State Farm Agent. As a key member of our team, you will be responsible for marketing and selling financial products that manage everyday risks.Key Responsibilities:Market and sell financial products to...
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West Des Moines, Iowa, United States Farm Bureau Financial Services Full time**About Us**Farm Bureau Financial Services offers a unique opportunity for a motivated and detail-oriented student to join our Audit Services team as a Financial Audit Services Graduate Intern. This internship is designed to provide hands-on experience in financial statement audits and support staff in the completion of control testing.**Company...
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Financial Services Specialist
4 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...
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Disaster Risk Management Professional
4 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeLooking for a rewarding career in property claims management?OverviewFarm Bureau Financial Services is a pioneering organization that has been protecting the livelihoods and futures of its client/members for over 80 years. We're a team of dedicated professionals who strive to make a meaningful difference in the lives of our clients, and we're looking for...
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Customer Service Representative
4 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout the Role:Farm Bureau Financial Services is seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Representative. In this role, you will be responsible for providing exceptional first call resolution service to our agents and customers from our inbound contact center.Key Responsibilities:Provide...
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Tax Accounting Professional
4 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeFarm Bureau Financial Services is a dynamic organization that values its employees and provides exceptional learning opportunities. As a Tax Accounting Professional, you will have the chance to work on exciting projects and develop your skills in a collaborative and supportive environment.**Job Summary:**We are seeking a highly motivated and detail-oriented...
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Financial Services Representative
4 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeJob OverviewNew York Life Des Moines GO is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients achieve their financial goals by providing customized solutions through selling life insurance, investments, and long-term care...
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Financial Services Specialist
4 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeJob DescriptionWe're seeking a motivated and ambitious individual to join our team as a Financial Professional Advisor. As a key member of our Iowa General Office, you will have the opportunity to make a lasting impact on the financial well-being of individuals, families, and small businesses.As a Financial Professional Advisor, you will provide peace of...
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Actuarial or Financial Career Opportunity
4 days ago
Des Moines, Iowa, United States Principal Financial Group Full timeWe are seeking a skilled Actuarial or Financial Analyst to join our team at Principal Financial Group. This role offers the opportunity to work collaboratively with actuarial and product teams to deliver on our growth strategy.About the RoleThis position involves supporting product development and finance-related filing requirements of our popular Registered...
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Financial Services Representative
4 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...
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Senior Marketing Strategist B2B Professional
1 month ago
Des Moines, Iowa, United States Principal Financial Group, Inc. Full timeJob SummaryPrincipal Financial Group, Inc. is seeking a Senior Marketing Strategist B2B Professional to join our team. As a key member of our marketing team, you will be responsible for developing and implementing strategic marketing plans to drive business results for our retirement business.Key ResponsibilitiesCollaborate with distribution teams to develop...
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Financial Services Representative
4 weeks ago
Des Moines, Iowa, United States New York Life Des Moines GO Full timeFinancial Advisor Role at New York Life Des Moines GOWe are seeking a skilled Financial Advisor to join our team at New York Life Des Moines GO. As a Financial Advisor, you will play a critical role in helping clients achieve their financial goals and secure their financial futures.Key Responsibilities:Understand clients' financial needs and concerns,...
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Customer Service Ambassador
4 weeks ago
West Des Moines, Iowa, United States Farm Bureau Financial Services Full timeAbout Us: Farm Bureau Financial Services is a company that values a culture of integrity, teamwork, and passion for delivering excellent customer service. With a commitment to protecting the livelihoods and futures of our client/members for over 80 years, we strive to create an atmosphere where our employees thrive.What We Offer: We provide a competitive pay...
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Mechanical Engineer
4 weeks ago
Des Moines, Iowa, United States MSA Professional Services, Inc. Full timeOverviewMSA Professional Services, Inc. is seeking a highly skilled Graduate Engineer to join our team in the Des Moines, IA office on the Building Service Line. As a Graduate Engineer, you will have the opportunity to work on a variety of projects from start to finish, contributing to the success of our clients and the growth of our...
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Senior Tax and Accounting Specialist
1 week ago
Des Moines, Iowa, United States Principal Financial Services, Inc. Full timeJob 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...
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Endorsement Specialist
1 month ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeEndorsement Processor RoleAbout the Job:The Endorsement Processor is a key member of our team at Farm Bureau Financial Services, responsible for reviewing policy provisions, analyzing requested changes, and ensuring seamless endorsement processes for our clients.Key Responsibilities:Review and analyze policy changes to ensure accurate and efficient...
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Des Moines, Iowa, United States James Walford - State Farm Agent Full timeAs a key member of our team at James Walford - State Farm Agent, you will play a crucial role in marketing financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with a consultative approach to educating them on their financial options. Your analytical skills will make you a valuable resource...
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Case Manager
1 month ago
West Des Moines, Iowa, United States Sammons Financial Group Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Case Manager to join our team at Sammons Financial Group. As a Case Manager, you will be responsible for providing exceptional service to our representatives and back offices, ensuring timely and accurate processing of new business and client services transactions.Key ResponsibilitiesServe as...
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Senior Auditor
4 weeks ago
Des Moines, Iowa, United States Farm Bureau Financial Services Full timeSenior Auditor Role OverviewFarm Bureau Financial Services is seeking a highly skilled Senior Auditor to join our team. As a Senior Auditor, you will be responsible for performing complex assurance and consulting reviews of assigned operations, evaluating the effectiveness of their risk management, control, and governance processes.Key...
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Financial Services Development Specialist
2 weeks ago
Des Moines, Iowa, United States Mutual of Omaha Full timeFinancial Representative Trainee - Sales RoleAt Mutual of Omaha, we're committed to fostering a culture of growth and development. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Our Trainee Program provides a...