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Strategic Financial Advisor: Investments & Insurance
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-06-14
Listing for:
Lincoln Savings Bank
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Lincoln Savings Bank in Ankeny, Iowa, is looking for a financial advisor to assist clients with investments and asset management. The ideal candidate will have a Bachelor’s degree in Finance or related fields, strong communication skills, and the ability to develop personal relationships with clients.
Responsibilities include meeting with clients to discuss investment plans, recommending strategies, and reviewing their financial status regularly. A valid driver’s license is required for potential company travel.
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