Current jobs related to Investment Consultant - Waterloo, Iowa - LPL Financial

  • Mechanical Engineer Position

    2 weeks ago

    Waterloo, Iowa, United States gpac Full time

    Job Title: Mechanical EngineerWe are seeking a skilled Mechanical Engineer to join our team at GPAC. As a Mechanical Engineer, you will be responsible for designing and analyzing mechanical systems, providing consulting services, and troubleshooting projects.Responsibilities:Design and analyze mechanical systems to meet client requirementsProvide mechanical...

  • Accounting Assistant

    2 weeks ago

    Waterloo, Iowa, United States HFW Companies Full time

    Job OverviewHFW Companies is seeking a highly skilled Accounting Assistant to join our dynamic team. As a key player in our expansion, you will be responsible for supporting both accounts payable and accounts receivables functions, identifying and resolving invoice discrepancies, and assisting with the creation and updating of project-related...

  • Accounting Assistant

    1 month ago

    Waterloo, Iowa, United States HFW Companies Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Accounting Assistant to join our dynamic team at HFW Companies. As a key player in our expansion, you will be responsible for supporting both accounts payable and accounts receivables functions, identifying and resolving invoice discrepancies, and assisting with the creation and updating of...

  • Financial Services Coordinator

    5 days ago

    Waterloo, Iowa, United States HFW Companies Full time

    Unlock Your Potential as a Financial Services Coordinator at HFW CompaniesJoin a dynamic professional services company that prioritizes the growth and success of its strategic partners and legacy brands. As a Financial Services Coordinator at HFW Companies, you will be responsible for supporting both accounts payable and accounts receivables functions,...

  • Advanced Practice Registered Nurse

    4 weeks ago

    Waterloo, United States Verovian Full time

    Advanced Practice Registered Nurse Waterloo, New York Verovian Nursing Agency is seeking an experienced and competent nurse practitioner to join a team of healthcare professionals in California, specifically in the nursing field of G eriatrics . As a full-time practitioner, The selected candidate will perform comprehensive evaluations of elderly patients,...

  • Guest Services Manager

    2 weeks ago

    Waterloo, New York, United States del Lago Resort Casino Full time

    Del Lago Resort Casino - Guest Services ManagerDel Lago Resort Casino is seeking a highly skilled Guest Services Manager to lead our team in providing exceptional guest experiences. As a key member of our hospitality team, you will be responsible for overseeing the Rewards Club, Retail, Bus & Group Sales, and Promotional efforts.Key Responsibilities:Lead a...

  • Guest Services Manager

    1 month ago

    Waterloo, United States del Lago Resort Casino Full time

    Description POSITION SUMMARYThe Guest Services Manager is responsible for leading a team of Player Card Retail Supervisors and Representatives in building relationships, promoting the del Lago Resort and Casino, and providing a guest service experience that exemplifies the company mission of providing an Exciting environment and World Class Service by...

Investment Consultant

2 months ago

Waterloo, Iowa, United States LPL Financial Full time

Wealth Management Advisor – LPL Financial

Your pathway to a fulfilling career awaits

LPL Financial collaborates with financial institutions to provide a comprehensive array of investment services to their clientele. This opportunity at a reputable bank allows you to become a Wealth Management Advisor associated with LPL Financial. In this structure, Financial Advisors operate independently from LPL Financial.

The investment program at this financial institution is committed to supporting the community by offering a full suite of financial solutions. You will be part of a dedicated team focused on assisting clients throughout their financial journeys.

This rewarding role will enable you to advance your career and enhance your business, aiding individuals and families seeking financial guidance. This position provides:

The chance to manage an established portfolio from day one The opportunity to cultivate a robust client network through the bank's outstanding referral system Access to multiple branch territories with a substantial deposit base, including existing clients in need of advisory services The ability to attract new clients through the bank's existing clientele The flexibility to develop client solutions without being restricted to proprietary products Resources to expand your business with LPL's advanced tools, technology, and support The advantage of LPL's extensive experience in helping financial institutions enhance their investment programs The opportunity to leverage the bank's strong reputation and community presence

As an advisor affiliated with LPL Financial, you will benefit from our dedication to supporting you, allowing you to focus on your clients. Your partnership includes:

Access to our innovative technology and a range of tailored services A flexible platform with access to a wide variety of investment products from leading third-party sponsors Comprehensive resources and expertise to assist you in crafting client solutions The freedom to tailor solutions to meet your clients' specific objectives

Whatever your vision of success looks like, we are here to support you every step of the way.

Qualifications:

Series 7 and 66 (63/65) required Insurance license required A minimum of three years of experience in investment sales

Note: By submitting an application, you are not applying for employment with LPL Financial. Employment is with the financial institution, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the financial institution.

Tracking #

Pay Range: The salary range is dependent on various factors, including the applicant's skills, experience, and work location. This position is also eligible for sales incentive compensation.