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Wealth Advisor & Client Growth Strategist
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-07-26
Listing for:
RXinsider LTD.
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
RXinsider LTD. in Ankeny, IA seeks a financial advisor to aid customers in investment and asset management, discuss opportunities, and document plans. You will meet with clients to understand their goals and develop personal relationships to grow the bank's book.
A Bachelor's degree is required; professional credentials (CFP/ChFC/CFA) preferred; licenses such as Series 7/63/65/66 or ability to obtain within 90 days; valid driver's license for travel.
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