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Financial Consultant Financial Analyst

Wealth Planning Associate

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: QCR Holdings, Inc.
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Associate Wealth Advisor to provide comprehensive financial management solutions. Responsibilities include managing financial planning processes, preparing reports, and supporting client relationships. The ideal candidate should have a Bachelor's degree in finance or accounting and three years of relevant experience. Strong communication skills and proficiency with financial tools are also essential for success in this role.

Flexibility in working hours and occasional travel may be required.
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Position Requirements
10+ Years work experience
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