Senior Financial Advisor

  • Byrnes and Rupkey
  • Jun 25, 2020
Full time Finance

Job Description

Senior Financial Advisor

Cedar Falls, IA

DOE

Our client is actively looking for a Senior Financial Advisor for their Cedar Falls, IA office. This Financial Advisor will play an integral role in a progressive, financial planning practice.

 

Key Responsibilities:

  • Complete internal business tracking and verifies trade/transaction with accuracy.
  • Responsible for continuing education requirements in maintaining licensure.
  • Conduct and lead client meetings; develop meeting agenda, prepare all servicing materials and deliver financial planning advice to a defined set of clients.
  • Schedule activities to ensure the timely completion of planning and service activities.
  • Responsible for planning work, setting priorities and having a working plan for daily, weekly, monthly, quarterly and annual activity.
  • Follow up on individual and firm-generating leads.

 

Job Qualifications:

  • Bachelor’s Degree is required.
  • Work experience in the financial industries area is required.
  • State licenses and registrations: including Series 7, Series 66, state life, accident and health insurance licensure.
  • Valid driver’s license is required.
  • Travel to other office locations may be required.

 

Additional Incentives:

  • Health, dental and vision insurance
  • Life insurance
  • PTO (holidays, vacation, etc.)
  • Short Term Disability
  • Simple IRA

 

Financial advisor, clients, finance, Series 7, Series 66, health insurance licensure