More jobs:
Wealth Advisor & Investment Planner
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-08-22
Listing for:
RXinsider LTD.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Lincoln Savings Bank seeks a financial advisor to assist clients in investment planning and asset management. You will meet with clients to understand their goals, document plans, and provide written references for future use.
Grow market share by developing a book of business and pro-actively identifying opportunities, while discussing risks and strategies to help clients reach financial goals. Travel may be required.
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