Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Independence, IA / Full-time
Are you just starting your career? Investment Center, Inc. is seeking an ambitious self-starter associate advisor to join our team. In this role, the candidate will need technical and soft skills necessary to be successful in client interactions.
Requirements: Advisor should have strong math, computer, analytical, and communication skills. They will be highly organized, attentive to details, and able to handle multiple projects simultaneously. They will work independently and on teams, and will demonstrate initiative in becoming familiar with client needs and advancing their technical financial planning knowledge and skills.
Education Requirements: Bachelor’s degree in accounting, finance, economics or related field is strongly preferred. Candidate would be expected to pass the FINRA Series 7 and 66 exams as well as Iowa Life and Health Insurance Licensure exams within 120 days of employment. Candidate must also pass extensive background check which includes fingerprinting pre-employment.
We offer competitive pay and benefits.
Monday- Friday 8-5pm office hours, no weekends/ holidays.
Investment Center, Inc. is an equal opportunity employer.
Please email resume and references to Tanya Greiner.