About this role
Financial Advisor - Ankeny, IA at undefined. Location: Ankeny, Iowa, United States. Role: meet clients, develop relationships, grow business Requirements: Client-facing financial advisor with degree in accounting/finance/business admin; CFP/CFA/ChFC preferred; insurance license required or to obtain within 90 days; strong communication and relationship-building skills. Category: Sales Seniority: Entry Level Tools: CRM, Microsoft Office, Communication tools Certifications: life and health insurance Commitment: Full Time Workplace: Onsite Languages: English