Top 60 Licensing associate Jobs in Urbandale, Ia

Client Service Associate
Sparks Financial —Des Moines, IA
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Paid holidays
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Child Care Center Director
Little Tigers Learning Center —Adel, IA
- $40,000 - $50,000 a year
- Urgently hiring
- Background check
- Classroom
- Childcare
- Paid holidays
- Disability insurance
Quick Apply
Clinical Director
Ellipsis —Des Moines, IA
- Full-time
- LMFT
- Nursing
- Clean driving record
- Health savings account
- Health insurance
Quick Apply
Account Associate - State Farm Agent Team Member
Reyna Immerfall - State Farm Agent —Ankeny, IA
- $55,000 - $80,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Disability insurance
- Paid time off
Quick Apply
Romantix Retail Part Time Sales Associate Bachelor
Romantix —Des Moines, IA
- $12.50 an hour
- Part-time
- 18 years or older
- Computer literacy
- Sanitation
Quick Apply
KYADTA Building Supplies - Operations Manager
KYADTA Building Supplies, LLC —Ankeny, IA
- $80,000 - $150,000 a year
- Full-time
- Clean driving record
- English
- Research
- Health insurance
- Dental insurance
Quick Apply
6h
(USA) Asset Protection Operations Coach
Walmart —Altoona, IA
- $65,000 - $100,000 a year
- High school
- Bachelor of Science
- Merchandising
- Paid jury duty
- Disability insurance
8d
Early Education Associate
Des Moines Christian School —Urbandale, IA
- Full-time
- Background check
- Classroom
- 18 years or older
Account Associate - State Farm Agent Team Member
Tony Weisshaar - State Farm Agent —Norwalk, IA
- $50,000 - $90,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Paid time off
- Opportunities for advancement
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Financial Services Representative – State Farm Agent Team Member
James Walford - State Farm Agent —Urbandale, IA
- $70,000 - $100,000 a year
- Full-time
- Office
- Entry level
- Profit sharing
- Health insurance
Quick Apply
Multi-Site Assistant Hospital Manager
University West Pet Clinic —Clive, IA
- Full-time
- Mid-level
- Computer skills
- Associate's degree
Operations Associate, Wealth
Integrity Marketing Group —Urbandale, IA
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
7d
Child Development Center Instructional Coach
Des Moines Area Community College —Ankeny, IA
- $26.95 an hour
- Part-time
- School experience
- Classroom
- Mid-level
Personal Lines Associate Account Manager
North Risk Partners, LLC —West Des Moines, IA
- $23.56 - $26.44 an hour
- Overtime
- English
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Account Representative - State Farm Agent Team Member
James Lunders - State Farm Agent —West Des Moines, IA
- $45,000 - $85,000 a year
- Full-time
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate - Wastewater Technician - 2nd Shift
Cintas —Pleasant Hill, IA
- 8 hour shift
- Inventory management
- Warehouse
- Ability to stand for extended periods
- Profit sharing
- AD&D insurance
4d
Account Associate - State Farm Agent Team Member
Barry Green - State Farm Agent —Indianola, IA
- $40,000 - $50,000 a year
- Full-time
- Hybrid work
- Communication skills
- Marketing
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
Insurance Account Representative - State Farm Agent Team Member
James Lunders - State Farm Agent —West Des Moines, IA
- $45,000 - $85,000 a year
- Full-time
- Entry level
- Health insurance
- Paid time off
Quick Apply
Insurance Account Position - State Farm Agent Team Member
James Lunders - State Farm Agent —West Des Moines, IA
- $45,000 - $85,000 a year
- Full-time
- Office
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Personal Banker I
Great Southern Bank —Clive, IA
- $17 - $18 an hour
- Full-time
- Word processing
- Computer literacy
- Basic math
4d

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Client Service Associate

Sparks Financial
Des Moines, IA

Quick Apply

Job Details

Full-time
$55,000 - $65,000 a year

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Cell phone reimbursement
Parental leave
Vision insurance
Sabbatical

Qualifications

Life Insurance License
Customer communication
Securities Industry Essentials

Full Job Description

Sparks Financial is a holistic wealth management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life. We are recognized by Barron's, Forbes, and Denver Business Journal as one of the top wealth management firms in the country, managing over $2 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and seek ways to impact processes and clients. Learn more about our firm on our website (https://www.sparks-financial.com/).

The Role

The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private Wealth Service Advisor. This role is responsible for utilizing operational knowledge in risk, investments, and planning to help execute and implement workflow items to achieve client's goals.

Responsibilities of the Role

Support advising teams in all aspects of client relationship management, including client/household scheduling, servicing, and ensuring client information is correct and consistent.
Prepare presentation material for client and prospect meetings with high level of attention to detail.
Attend client meetings to support our advising teams with memorialization of meeting notes and action items.
Complete all follow up/action items that arise during client interactions, including servicing items and ownership from start-to-finish of all operational procedures.
Complete periodic internal reviews of managed households/ clients; working to identify areas of opportunity and data inconsistencies to review with our advising teams.
Exemplify excellent communication skills across multiple business units, working collaboratively towards client goals with key stakeholders.
Gain an understanding of Northwestern Mutual product selection including risk, wealth, holistic planning, and the integration of all three concepts.
Participate in weekly, monthly, and quarterly meetings to share and develop skills and best practices.
Ad-Hoc project requests as they arise.

What You Will Bring to the Team

1-2 years in financial services preferred, experience in financial planning is a plus.
Bachelor's degree or equivalent secondary education. Equivalent relevant experience and training may be substituted.
Resident Life and Health Insurance Licenses required (or earned within first 30 days of employment).
Long Term Care License Required (or earned within determined frequency after hire).
FINRA SIE, Series 6 or 7, and Series 63 Licenses preferred.
Ability to receive, prioritize, and complete workflow items regarding current financial situations and goals.
Ability to complete analysis, source necessary information from outside business partners, and work alongside the Operations Team to execute assigned tasks.
Demonstrated ability to work collaboratively with multiple business units, sourcing necessary information, and organizing deliverables in a consistent and concise manner.
High level of attention to detail and detail orientation.
Excellent communication and interpersonal skills.
Demonstrated ability to handle the execution of confidential and time sensitive information.

What We Provide

Starting salary of $55,000 - $65,000 (contingent on industry experience) + quarterly bonuses
Hybrid work environment with remote work on Tuesdays and Fridays after successful completion of introductory period
Company paid industry licensing including study time and exam course material
Paid Time Off, 11 observed holidays, and birthday day off
Paid parental leave and paid sabbatical
Medical, Dental and Vision benefits
401(k) retirement plan with up to 4% match
Employer-paid Short-Term Disability, Long-Term Disability, and Long-Term Care reimbursement
Cell phone stipend, paid parking, health and wellness stipend, and more perks

Sparks Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, marital status, genetics, Veteran status, or other legally protected characteristics. In addition to federal law requirements, Sparks Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Sparks Financial will not discriminate or retaliate against applicants for failing to disclose wage rate history in accordance with applicable law.

Sparks Financial expressly prohibits any form of workplace harassment based on race, color, religion, marital status, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.

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Refine Your Search

licensing associate jobs in urbandale, ia

Client Service Associate

Child Care Center Director

Clinical Director

Account Associate - State Farm Agent Team Member

Romantix Retail Part Time Sales Associate Bachelor

KYADTA Building Supplies - Operations Manager

(USA) Asset Protection Operations Coach

Early Education Associate

Account Associate - State Farm Agent Team Member

Financial Services Representative – State Farm Agent Team Member

Multi-Site Assistant Hospital Manager

Operations Associate, Wealth

Child Development Center Instructional Coach

Personal Lines Associate Account Manager

Account Representative - State Farm Agent Team Member

Warehouse Associate - Wastewater Technician - 2nd Shift

Account Associate - State Farm Agent Team Member

Insurance Account Representative - State Farm Agent Team Member

Insurance Account Position - State Farm Agent Team Member

Personal Banker I

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