Financial Advisor

Des Moines, Iowa, United States, 50312


Apply Apply with LinkedIn Back to Results

Type: Permanent

Experience: Experienced Professional (Non-Manager)

Category: Banking

Industry: Financial / Banking

Salary: $75,000 to $90,000 base salary plus bonus and commissions

Reference ID: 8654

Date Posted: 07/26/2021

Shortcut: http://management-recruiters-of-wausau.jobs.mrinetwork.com/4XyuVA


COMPANY OVERVIEW:

Our client is a top-rated, longstanding, well-known and respected Iowa-based community bank.  Bauer Financial has rated this bank 5 stars!  They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills.  They provide a great team/working environment and are a strong believer in work-life balance.

 

WHAT THE COMPANY WILL OFFER YOU:

  • $75,000 to $90,000 base salary plus bonus and commissions
  • Outstanding benefits package plus other perks
  • Career advancement opportunities
  • Relocation package

 

THE ROLE YOU WILL PLAY:

  • Providing financial planning services to existing high net worth clients and building and preserving their wealth. Book of business inherited is approximately $25 million with trailing commissions!
  • Educating clients on strategies they could use in achieving their financial goals and developing a plan that meets their needs.
  • Being active and involved in the community.

 

BACKGROUND PROFILE:

  • 3+ years financial planning, trust, or relative wealth management experience.
  • Will need to have Series 7 license or ability to get within a year. Series 6, 63, 65, or 66 licenses highly desired.
  • Proven ability to be a self-starter and have ability to work independently.
  • Ability to communicate with clients and coworkers/management in a professional, personable, and confidential manner.

 

Apply in confidence for immediate consideration.  You can be assured that the credentials you provide us will never be forwarded to any company without your specific, direct permission.

 

Job ID:  8654

 

View All Jobs at:  www.mriwausau.com/job/

 

About Us:

Our office ranks in the top 70 offices worldwide, placing us in the company’s top 10 percent!  We have a combined experience of over 60 years in recruiting with award winning individual experience.  Management Recruiters of Wausau specializes in banking throughout the Midwest.  Locally, we’ve been recognized by our local Chamber of Commerce as a Small Business of the Year!  Our philosophy is to help you make decisions that are best for you and your family.

  • Senior Agricultural Loan Officer - Remote

    Iowa City, Iowa, United States, 52240

    This bank allows you to office remotely or be based at one of their branches in Southeast Iowa If you are an experienced Agricultural Lender and looking to enhance your career into a management position, this is the opportunity for you as this bank wil...

    Date Posted: 07/12/2021 Recommended

  • Commercial Lender

    Dubuque, Iowa, United States, 52001

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills. WHAT THE COMPANY WILL OFFE...

    Date Posted: 07/26/2021 Recommended

  • Senior Commercial Lending Manager

    Bettendorf, Iowa, United States, 52722

    Top-rated, longstanding, and well-respected multiple location bank. They are a well-respected and growing bank that has a strong presence as they have been in market for decades. They provide great team/working environment and are a strong believer in ...

    Date Posted: 08/17/2021 Recommended

  • Agricultural Banking Officer

    Postville, Iowa, United States, 52162

    COMPANY OVERVIEW: Highly-rated, well-respected, and extremely stable community bank that has a strong presence as they have been in market for decades. They are continuing to grow enabling high-performing individuals the opportunity to advance and show...

    Date Posted: 09/08/2021 Recommended

  • Credit Officer – Team Lead

    Des Moines, Iowa, United States, 50312

    If you are an experienced Credit Analyst in the banking industry and looking to enhance your career into a management position, this is the opportunity for you as this bank will consider candidates without management experience! COMPANY OVERVIEW: Our c...

    Date Posted: 08/05/2021 Recommended

  • Loan Officer

    Waterloo, Iowa, United States, 50701

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are one of the largest banks in Iowa and are continuing to grow enabling high-performing individuals the opportunity to advance and showcase...

    Date Posted: 09/08/2021 Recommended

  • Senior Commercial Loan Officer

    Des Moines, Iowa, United States, 50312

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills. WHAT THE COMPANY WILL OFFE...

    Date Posted: 09/07/2021 Recommended

  • Agricultural & Commercial Lender

    Marengo, Iowa, United States, 52301

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are one of the largest banks in Iowa and are continuing to grow enabling high-performing individuals the opportunity to advance and showcase...

    Date Posted: 09/08/2021 Recommended

  • Risk Manager

    Davenport, Iowa, United States, 52806

    COMPANY OVERVIEW: Top-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills. WHAT THE COMPANY WILL OFFER Y...

    Date Posted: 08/30/2021 Recommended

  • Agricultural & Commercial Loan Officer

    Fort Madison, Iowa, United States, 52627

    COMPANY OVERVIEW: Highly-rated, well-respected, and longstanding multiple-location community bank that has a strong presence as they have been in market for decades. They offer an extremely competitive base salary, bonus plan, and benefits package. WHA...

    Date Posted: 09/21/2021 Recommended

  • Agricultural & Commercial Loan Officer

    Burlington, Iowa, United States, 52601

    COMPANY OVERVIEW: Highly-rated, well-respected, and longstanding multiple-location community bank that has a strong presence as they have been in market for decades. They offer an extremely competitive base salary, bonus plan, and benefits package. WHA...

    Date Posted: 07/28/2021 Recommended

  • Regional Senior Lender - Banking

    Waterloo, Iowa, United States, 50701

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected bank. 5 star rating from Bauer Financial! They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills. WHAT THE COMPANY WILL OFFE...

    Date Posted: 08/30/2021 Recommended

  • Commercial Lender

    Waukon, Iowa, United States, 52172

    COMPANY OVERVIEW: Highly-rated, longstanding, and well-respected community bank. 5 star rating from Bauer Financial! They are continuing to grow enabling high-performing individuals the opportunity to advance and showcase their skills. Position is open...

    Date Posted: 09/14/2021 Recommended

  • Chief Commercial Lending Officer

    Sioux City, Iowa, United States, 51108

    COMPANY OVERVIEW: This bank received 5-star ratings from Bankrate and Bauer Financial! They are a growing, well-known and respected community bank that has a strong presence as they have been in market for decades. This bank has several locations in th...

    Date Posted: 07/26/2021 Recommended

  • Senior Loan Officer - Banking

    Fort Dodge, Iowa, United States, 50501

    COMPANY OVERVIEW: This bank received 5-star rating from Bauer Financial! They are a well-known and respected community bank and have a strong presence as they have been in market for decades. They offer an extremely competitive compensation and outstan...

    Date Posted: 09/14/2021 Recommended