Pella, Iowa, 50219
Job description
**Wealth Management Advisor**
The Wealth Management Advisor is responsible for guiding the delivery of investment and insurance products, in addition to overseeing portfolio management and trust administration. This role involves collaborating with the team to gain insight into client objectives and developing customized investment strategies that cater to their specific requirements. Applicants should possess a bachelor’s degree or comparable experience and should have three to five years of experience in financial sales. Necessary certifications include FINRA Series 7, 63, 65, or 66 licenses, along with a relevant state insurance license.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
