Top 72 Personal Financial Advisors Jobs in Iowa City, IA

Junior Licensed Insurance Representative
GreenState Credit Union —North Liberty, IA
- $20.97 - $24.52 an hour
- Overtime
- Office
- High school diploma or GED
- Analysis skills
8d
Personal Banker I
Nicolet National Bank —Iowa City, IA
- Research
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Insurance Account Manager
GreenState Credit Union —North Liberty, IA
- $33.31 - $38.94 an hour
- Overtime
- Mid-level
- Office
- 3 years
5d
Financial Services Professional - Hybrid Remote (IA)
Bankers Life —Cedar Rapids, IA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Universal Banker I - Full Time
Nicolet National Bank —Iowa City, IA
- Full-time
- Office
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
Personal Financial Planner
New York Life Iowa General Office —Cedar Rapids, IA
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Databases
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
11d
Senior Financial Analyst - Hybrid
Transamerica —Cedar Rapids, IA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Customer service
- 5 years
- Computer literacy
- Wellness program
- Paid parental leave
4d
Lead Financial Analyst - External Reporting
Transamerica —Cedar Rapids, IA
- $97,000 - $122,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- Writing skills
- Wellness program
- Paid parental leave
8d
Portfolio Management Analyst - Fixed Income
Transamerica —Cedar Rapids, IA
- $79,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid parental leave
Financial Analyst - Hybrid
Transamerica —Cedar Rapids, IA
- $53,000 - $70,000 a year
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid parental leave
Student Brand Ambassador
Kaplan —Iowa City, IA
- Part-time
- Background check
- University
- Fair chance
- Paid training
J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area)
JPMorganChase —Cedar Rapids, IA
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Client Advisor Seeking Former Athlete
Northwestern Mutual - Greater Iowa City —Iowa City, IA
- $70,000 - $95,000 a year
- Full-time
- 7 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Wealth Management Advisor
Hills Bank —Iowa City, IA
- Full-time
- Bachelor of Science
- Office
- Business development
Quick Apply
Director of Accounting
Savant Wealth Management —Iowa City, IA
- $130,000 - $180,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health savings account
- AD&D insurance
Managing Director
WealthBridge Financial Group —Iowa City, IA
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
BMO Financial Group —Cedar Rapids, IA
- $51,800 - $95,900 a year
- Full-time
- Mid-level
- Databases
- Business development
- Health insurance
- Tuition reimbursement
Lead Specialist, Financial Analysis – External Reporting
Transamerica —Cedar Rapids, IA
- $128,000 - $161,000 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Office
- Wellness program
- Paid parental leave
9d
Commercial Banker
Hills Bank —Coralville, IA
- Weekends as needed
- Mid-level
- Office
- Finance
- Loan repayment program
Quick Apply
Senior Talent Development Consultant
Transamerica —Cedar Rapids, IA
- $85,000 - $115,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Paid parental leave

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Junior Licensed Insurance Representative

GreenState Credit Union -
North Liberty, IA

Apply Now

Job Details

Full-time
$20.97 - $24.52 an hour
8 days ago

Qualifications

Automation software
Property & Casualty License
Schedule management
Desktop applications
Computer skills
Property insurance knowledge

Full Job Description

GreenState Credit Union

Junior Licensed Insurance Representative

US-IA-North Liberty

Job ID: 2026-4686
# of Openings: 1
Category: GreenState Insurance
GreenState Credit Union

Overview

The Junior Licensed Insurance Representative works closely with the License Insurance Repersentatives, Senior License Insurance Representatives, Insurance Processors Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support.

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Pay range for this hourly position is $20.97 - $24.52/hr with a progressive benefits package.

Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.
Updates policy information as needed and requests exceptions, if necessary, from underwriting.
Sends binders of insurance for the Producers/LIA’s.
Processes third party mortgagee changes and send declaration pages to mortgagee lenders upon request.
Processes change requests sent by LIA’s and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions.
Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured.
Handles client email requests - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process, calls out as needed to discuss policies.
Sends binders of insurance for the Producers/LIA’s.
Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors.
Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations.
Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed.
Maintains appropriate level of continuing education credits as applicable by state and license guidelines.
Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurances expectations
Attends community, industry, and GreenState Insurance/Credit Union events.
Performs additional assigned duties, as necessary.

Qualifications

0-2 years of similar or related experience; insurance experience is preferred.
High school diploma or the equivalent (i.e. GED)
Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date.
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
Self-directed nature, ability to work independent of supervision, and ability to follow directions.
Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs.
Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time.
Strong analytical skills with excellent verbal, written and interpersonal communication skills.
Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance.
Must be bondable.

Reporting Relationship
This position reports to Personal Lines Service Manager.

Supervisory Responsibilities
This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID

PI285475096

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Iowa City, IA

Junior Licensed Insurance Representative

Personal Banker I

Insurance Account Manager

Financial Services Professional - Hybrid Remote (IA)

Universal Banker I - Full Time

Personal Financial Planner

Senior Financial Analyst - Hybrid

Lead Financial Analyst - External Reporting

Portfolio Management Analyst - Fixed Income

Financial Analyst - Hybrid

Student Brand Ambassador

J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA (area)

Client Advisor Seeking Former Athlete

Wealth Management Advisor

Director of Accounting

Managing Director

Financial Advisor

Lead Specialist, Financial Analysis – External Reporting

Commercial Banker

Senior Talent Development Consultant

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