Client Advisor: salario promedio en Cedar Rapids, IA in 2024

Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the clien...

Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....

Prudential Advisors is looking for an experienced financial professional in the Cedar Rapids area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for f...

FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. In this role, you will support our Wealth Advisors in managing client relationships and providing top-tier client service. This includes adm...

FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. It's projected that trillions of assets and wealth will transfer between generations in the coming years. ...

We are looking for Experienced Advisors to join our Team in Iowa. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. When joining ...

As a Field Service Technician, you will be a key resource in ensuring customer satisfaction through timely and effective service. We are seeking a skilled Field Service Technician to join our dynamic team. Complete service reports detailing work performed and any follow-up actions needed. ...

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to...

Client Service Specialists are responsible for thinking through all processes which ultimately impact the client's insurance program. The purpose of this position is to support the sales and service team in their evaluation of the needs and risks of existing clients. Independently perform the daily ...

AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expectations and providing a WOW! Customer Service experience. While assisting customers, the Retail Sales Associate will perform daily assigned duties and remain compliant with company p...

If two employees are on duty and only one is running a cash register while the other performs stocking or cleaning duties, all such work should be set aside if more than two customers line up at the register in operation; the second register should be opened immediately in order to provide fast and ...

Customer Service Representative greets members, prospective members and guests, providing exceptional customer service. Customer Service Representative. Customer service background preferred. Exceptional customer service skills; able to interact in a positive and professional way with members and co...

Customer Service Representative greets members, prospective members and guests, providing exceptional customer service. Customer Service Representative. Customer service background preferred. Exceptional customer service skills; able to interact in a positive and professional way with members and co...

As a Torrid Sales Associate, you’ll provide the Torrid Connection to every customer through your genuine ability to make our customer feel comfortable, cared for and confident. Perform register functions while using your sales, promotion and product knowledge to drive add-on sales. Cover the sales f...

Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. Our team of professionals have a broad and deep understanding of Workday Financials & Adaptive Planning. Proficiency in creating and managing budgets, forecasts, and financial mo...

In this role, you will provide support to our Wealth Advisors in handling client relationships and ensuring exceptional client service. Your responsibilities will include administrative support, financial planning assistance, participating in client meetings, and engaging in professional development...

A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. Complete ongoing training and development, rev...

FCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. It's projected that trillions of assets and wealth will transfer between generations in the coming years. ...

Customer Service Representative greets members, prospective members and guests, providing exceptional customer service. Customer Service Representative. Customer service background preferred. Exceptional customer service skills; able to interact in a positive and professional way with members and co...

Opportunity Awaits! Calling all tech-savvy go-getters looking for a Sales Role where the commission is uncapped. At OSL, we’re industry innovators committed to revolutionizing the retail sales landscape, and we're growing! We are looking for a dynamic M. As a successful Mobile Expert, you'll instant...

Dollar General Corporation has been delivering value to shoppers for more than 80 years.Dollar General helps shoppers Save time.Learn more about Dollar General at .Function as a Cashier and/or Stocker and act in a lead capacity in the absence of the Store Manager or Assistant Store Manager.Assist in...

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer ...

Model Risk Advisor, Senior will be responsible for promoting effective governance practices, assist in the maintenance and adoption of the AI policies and standards framework, streamlining and optimizing governance processes, and identifying actionable insights to close compliance gaps. BELIEVE in a...

Build trusting relationships with customers and recommend products and services that best meet their needs. Create “Wow” moments for our customers by showing your commitment to outstanding service and hospitality in every interaction. ...

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. Deliver advice through client reviews/presentations with confidence, inclu...