About us
Our goal is to be the Quad City's financial firm of choice. We are a woman-owned firm empowering women's financial futures!.
Our work environment includes:
- Modern office setting
- Work-from-home days
- Growth opportunities
**Overview:**
We are seeking a motivated Junior Financial/Insurance Advisor to join our team. The ideal candidate will assist clients in financial planning and investment strategies along with insurance counseling, providing valuable support to senior advisors while developing their own skills in the financial services industry.
**Responsibilities:**
- Collaborate with senior advisors to analyze clients' financial situations and develop personalized financial and insurance plans
- Assist in the preparation of financial reports, investment proposals, Insurance proposals and client reviews
- Provide exceptional customer service by addressing client inquiries and concerns promptly and professionally
- Stay updated on industry trends, market conditions, and regulatory changes to better serve clients
- Support the sales process by participating in client meetings and presentations
**Requirements:**
- Bachelor's degree
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
- Proficiency in Microsoft Office suite and financial software applications
**Nice-to-Have Skills:**
- Customer service experience
Join our dynamic team as a Junior Financial/Insurance Advisor and kick-start your career in the finance industry. Apply now to be part of our growing firm!
Job Type: Permanent
Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Parental leave
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Ability to Commute:
- Bettendorf, IA 52722 (Required)
Ability to Relocate:
- Bettendorf, IA 52722: Relocate before starting work (Required)
Work Location: Hybrid remote in Bettendorf, IA 52722