Top 64 Financial consultant Jobs in Cedar Rapids, Ia

Private Wealth Advisor
U.S. Bank National Association —Cedar Rapids, IA
- $124,695 - $161,370 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Advisor Career Path – Fast-Track to Leadership
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor-Eastern Iowa/Cedar Rapids/Quad Cities
Thrivent —Hiawatha, IA
- $55,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- English
- US work authorization
- Paid training
- Health savings account
Quick Apply
Associate Financial Advisor
Edward Jones —Cedar Rapids, IA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
9d
Wealth Management Trainee (IA)
Bankers Life —Cedar Rapids, IA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Sales Representative Entry Level
Northwestern Mutual - Cedar Rapids —Cedar Rapids, IA
- $61,000 - $87,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
10d
Financial Consultant
WealthBridge Financial Group —Cedar Rapids, IA
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- 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
Wealth Advisor- Cedar Rapids, IA
Carson Group —Cedar Rapids, IA
- $60,000 - $125,000 a year
- 5 years
- Computer literacy
- Mid-level
- Health savings account
- AD&D insurance
Financial Advisor
New York Life Iowa General Office —Cedar Rapids, IA
- $80,000 - $150,000 a year
- Full-time
- Business development
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
Quick Apply
15h
Entry-Level Financial Advisor
New York Life Iowa General Office —Cedar Rapids, IA
- $50,000 - $70,000 a year
- Full-time
- Financial services
- Entry level
- Disability insurance
- Health insurance
Quick Apply
8d
Wealth Management Associate
Hills Bank —Marion, IA
- Full-time
- Data analysis skills
- Office
- Business development
Quick Apply
Portfolio Manager
Nicolet National Bank —Iowa City, IA
- Office
- Finance
- Analysis skills
- Paid holidays
- Dental insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Cedar Rapids, IA
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Advisor
Nicolet National Bank —Iowa City, IA
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Trust Officer
Hills Bank —Cedar Rapids, IA
- Full-time
- Office
- Business development
- Senior level
Quick Apply
VP Portfolio Manager
Nicolet National Bank —Iowa City, IA
- Office
- Finance
- Analysis skills
- Paid holidays
- Dental insurance
Quick Apply
Managing Director
WealthBridge Financial Group —Cedar Rapids, IA
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Voya Financial Cedar Rapids
Voya Financial Advisors —Cedar Rapids, IA
- Full-time
- Mid-level
- 403(b)
Investment Advisor Representative
Iowa Retirement Benefits & Solutions —Cedar Rapids, IA
- $60,000 - $90,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
Quick Apply
14d

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Private Wealth Advisor

U.S. Bank National Association -
Cedar Rapids, IA

Apply Now

Job Details

Full-time
$124,695 - $161,370 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

MLO License
Financial sales
Banking business development

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
Professional designation such as CFA or CFP is preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $132,030.00 - 161,370.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

financial consultant jobs in cedar rapids, ia

Private Wealth Advisor

Financial Advisor Career Path – Fast-Track to Leadership

Financial Advisor-Eastern Iowa/Cedar Rapids/Quad Cities

Associate Financial Advisor

Wealth Management Trainee (IA)

Sales Representative Entry Level

Financial Consultant

Financial Advisor

Wealth Advisor- Cedar Rapids, IA

Financial Advisor

Entry-Level Financial Advisor

Wealth Management Associate

Portfolio Manager

Wealth Management Associate

Financial Advisor

Trust Officer

VP Portfolio Manager

Managing Director

Voya Financial Cedar Rapids

Investment Advisor Representative

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