About this role
Wealth Advisor at Bank Northwest. Location: Ankeny, Iowa, United States. Role: Acquiring clients, Educating clients, Analyzing needs Requirements: Bachelor’s degree required; Series 65 or 66 licenses; valid driver’s license; willingness to travel. Category: Finance and Accounting Seniority: Mid Level Tools: Series 65, Series 66, Microsoft Office, CRM software Certifications: series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English