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Strategic Wealth Advisor & Planning Specialist
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2026-06-20
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Koitecc Solutions in Cedar Rapids, Iowa is seeking an experienced professional for a role in wealth sales and service. The position involves providing comprehensive financial and investment advice in collaboration with team members, as well as developing strategies to achieve sales targets.
The ideal candidate should possess relevant experience along with FINRA licenses and a strong understanding of financial products. Joining us means being part of a dynamic environment focused on enhancing the client experience.
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