Top 44 Research participant Jobs in Des Moines, Ia

Relationship Manager
Legacy Financial Group —Des Moines, IA
- $60,000 - $75,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Profit sharing
- Health savings account
Quick Apply
Future RN Neuro Trauma JumpStart Program
MercyOne —Des Moines, IA
- Part-time
- Acute care
- Nursing
- Neurology
Quick Apply
12d
Participant Experience Consultant
Principal Financial Group —Des Moines, IA
- $69,300 - $152,400 a year
- Full-time
- Remote
- Research
- Mid-level
- Office
12d
Event Travel Specialist
ITA Group Inc —West Des Moines, IA
- Full-time
- Research
- Travel
- Business
Quick Apply
Clinical Research Coordinator I
Urology Center of Iowa —Clive, IA
- Part-time
- Patient monitoring
- Ability to walk for extended periods
- HIPAA
Quick Apply
9d
Leadership Board Member
LifeWise Academy Inc —Des Moines, IA
- Background check
- Research
- Mid-level
13d
Senior Fund Development Manager
Young Women's Resource Center —Des Moines, IA
- $55,000 - $65,000 a year
- 8 hour shift
- Marketing
- Research
- Office
- Paid parental leave
- Paid holidays
Quick Apply
12d
Career Coach WIOA- Youth
NATIONAL ABLE NETWORK INC —Des Moines, IA
- $45,000 - $48,000 a year
- Full-time
- Research
- Mid-level
- Travel
- AD&D insurance
- Paid holidays
Quick Apply
Director of Wellness & Nutrition Policy
Drake University —Des Moines, IA
- Online Application
- Management
- 5 years
- Master's degree
5d
Clinical Research Coordinator
MercyOne —West Des Moines, IA
- Full-time
- 18 years or older
- Patient monitoring
- Computer literacy
Actuarial Development Program
Principal Financial Group —Des Moines, IA
- $73,150 - $99,750 a year
- Full-time
- Research
- Office
- Master's degree
13d
Wealth Advisor
Mariner Wealth Advisors —West Des Moines, IA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Agronomy Manager (NE & IA)
Sound Agriculture —Des Moines, IA
- $106,000 - $118,000 a year
- Presentation skills
- Travel
- US work authorization
- Commuter assistance
- Paid parental leave
Specialist II, Financial Clearance, Patient Access- Full time
MercyOne —Des Moines, IA
- Weekends as needed
- Acute care
- Hospital
- Research
Manager, Market Insights and Competitive Intelligence JDF
John Deere —Johnston, IA
- $93,324 - $139,980 a year
- 18 years or older
- Marketing
- Mid-level
- Health savings account
- Paid holidays
8d
Part-Time Student - Data Science and Analytics - Urbandale, IA or Austin, TX
John Deere —Urbandale, IA
- $15 - $40 an hour
- Part-time
- 18 years or older
- Computer Science
- Office
- Health savings account
- Paid holidays
Senior Buyer
Kreg Tool Company —Ankeny, IA
- Full-time
- 5 years
- ERP systems
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
1d
Marketing Senior Strategist (Product Marketing)
Principal Financial Group —Des Moines, IA
- $104,400 - $187,200 a year
- Full-time
- Remote
- 6 years
- Bachelor of Science
- Bachelor's degree
2d
Buyer (Pharma Operations)
ITA Group Inc —West Des Moines, IA
- Full-time
- Microsoft Excel
- Research
- 3 years
Quick Apply
HS Head Debate Coach - North
Des Moines Public School District —Des Moines, IA
- Part-time
- High school
- Research
- Mid-level

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research participant jobs near des moines, ia

Relationship Manager

Legacy Financial Group
Des Moines, IA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Financial planning
Customer communication
Sales support
CFP
Morningstar
Securities law
Financial services
Series 65

Full Job Description

Relationship Manager

We are seeking a Relationship Manager to join our team. If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you.

You will be challenged to think like an advisor as you prepare for meetings, anticipate client questions, identify potential talking points and dive into a client’s financial plan. Primarily you will prepare materials for client reviews, assist with onboarding new clients, participate in meetings, conduct research, and review and process trades. You will work alongside a team of seasoned Relationship Managers to collectively maintain the timely responsiveness our clients have grown accustomed to and serve the advisory team. We are a firm that embraces learning, change, process and technology, so we’ll count on your contributions to various projects that are part of a growing firm. This opportunity includes career growth opportunities to become an advisor within the firm.

We’re looking for individuals who are passionate about helping clients, good communicators, self-starters, reliable, organized, and are able to follow-through on activities in a timely manner. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm’s core values.

Essential Responsibilities

Cultivate relationships and provide exceptional high quality service in a professional, caring, and compliant manner.
Actively participate in the development of comprehensive financial plans.
Support advisors with client inquiries and account service issues.
Prepare for client meetings by gathering and reviewing performance reports, identify allocation or rebalancing needs, and be an active participant in client meetings.
Assist with executing trades in client accounts and managing and monitoring allocations using portfolio rebalancing software.
Efficiently follow up and complete tasks generated by advisors during meetings and other client interactions.
Provide year-end and tax season support, such as: delivering 1099s, cost basis research, management fee reporting, contribution research, RMD monitoring.
Communicate effectively in person, in writing, and verbally with clients, prospects, and others in the organization.

Qualifications

At least 3 years of experience in Financial Services preferred
FINRA series 7 or 65 preferred or equivalent
Knowledge of Redtail CRM, Morningstar Office, Black Diamond and eMoney a plus
Enthusiasm to help clients
Passion to be successful in a team environment
Desire to serve clients based on the principle that Legacy Financial Group has a fiduciary duty to place client interests first
Knowledge of the securities industry, financial planning and investment management
Professional demeanor, including being reliable and following-through on commitments
Ability to anticipate colleague and client needs
Savvy with technology with the ability to learn in-house programs and tools
Strong verbal and written communication skills, including strong interpersonal skills
Ability to maintain full compliance with State and Federal Securities Laws and Legacy Financial Groups internal policies and procedures

Compensation and benefits

Competitive salary-based structure commensurate with experience
Firm sponsored medical, dental, disability and life insurance
401k Profit Sharing Plan with an employer contribution
Paid holidays and personal days
Reimbursements for continuing education and other pertinent higher education programs
Complimentary investment management and financial planning services
Company gatherings and events.
Career track available with opportunities for advancement within the firm

This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Legacy Financial Group may terminate employment at any time, for any reason.

Job Type: Full-time

Pay: $60,000 - $75,000/yr

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Supplemental Pay:

Performance bonus

Ability to Commute:

Des Moines, IA 50312 (Required)

Ability to Relocate:

Des Moines, IA 50312: Relocate before starting work (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

Employee assistance program
Flexible spending account
Health savings account
Tuition reimbursement

License/Certification:

Series 65 or Series 7 (Required)

Ability to Commute:

Des Moines, IA 50312 (Required)

Ability to Relocate:

Des Moines, IA 50312: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

research participant jobs in des moines, ia

Relationship Manager

Future RN Neuro Trauma JumpStart Program

Participant Experience Consultant

Event Travel Specialist

Clinical Research Coordinator I

Leadership Board Member

Senior Fund Development Manager

Career Coach WIOA- Youth

Director of Wellness & Nutrition Policy

Clinical Research Coordinator

Actuarial Development Program

Wealth Advisor

Agronomy Manager (NE & IA)

Specialist II, Financial Clearance, Patient Access- Full time

Manager, Market Insights and Competitive Intelligence JDF

Part-Time Student - Data Science and Analytics - Urbandale, IA or Austin, TX

Senior Buyer

Marketing Senior Strategist (Product Marketing)

Buyer (Pharma Operations)

HS Head Debate Coach - North

I want to receive the latest job alert for research participant in des moines, ia

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