Wealth Service Advisor

United Iowa Financial

United Iowa Financial is actively hiring a Wealth Service Advisor to join its team in Iowa City, IA.

This position will be in the office Monday through Friday. United Iowa Financial offers competitive compensation, eligibility for UIF’s discretionary profit-sharing bonuses, great benefits, and the opportunity to grow within the financial field.    

The Wealth Service Advisor will provide advanced support to specified advisors and more personalized services to their clients, including but not limited to gathering and organizing client data, assisting with planning and risk management conversations, and independently communicating with clients as an extension of their primary advisor.   

United Iowa Financial is based in the Iowa City-Cedar Rapids Corridor, serving business leaders, medical professionals, University employees, and everyone in between.
 

Benefits:

  • Base salary commensurate with job knowledge and experience
  • 100% employer-paid insurance premiums
  • 401k with company match
  • Flexible time off policy
  • Eligible for UIF discretionary profit-sharing bonuses


Job Duties:

  • RightCapital analysis: gathering client data, input/update client profile, review outputs with the advisor and/or present information to the client(s)
  • Maintain client relationships by serving as an extension of their primary advisor
  • Serve as point of contact for specified client households
  • Proactively serve low balance managed transactional accounts


Job Requirements:

  • 3+ years of financial industry experience
  • One of the following Series licensure: 6,7,11,62,65 or 66
  • Basic computer skills


United Iowa Financial is invested in giving back to the communities and the causes that make a difference in the ICR Corridor.

Click apply now to email your resume and join the team!   

United Iowa Financial is an Equal Employment Opportunity employer and a large supporter of affirmative action. United Iowa Financial has a strong commitment to diversity, equity, and inclusion. All applicants are considered for actual employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state, or local law.

Applying for:

Wealth Service Advisor

United Iowa Financial

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Job ID: 81095

Posted 18 days ago

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