More jobs:
Wealth & Investment Advisor
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-07-08
Listing for:
Lincoln-Savings-Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Lincoln Savings Bank seeks a Financial Advisor in Ankeny, IA to assist clients in investment and asset management. The role includes developing strong client relationships, handling insurance matters, and recommending investment strategies.
Ideal candidates will have a Bachelor’s degree in a related field, excellent customer service skills, and must obtain relevant financial licenses within 90 days. This fast-paced role offers growth opportunities and requires valid driver's license for company travel.
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