Wealth Advisor

Orland Park, IL

Wealth Advisor – Full Time

PrairieView Wealth Partners, located in Orland Park, IL, is seeking an experienced Wealth Advisor to join our growing and successful firm. The ideal individual brings strong industry experience with a background in comprehensive financial planning. Additionally, as a Wealth Advisor who shares our firms core values, they will focus on prospecting and sourcing clients with an open mind to implementing all financial products to meet the client’s objectives and financial goals.

To allow our Wealth Advisor’s the ability to focus on client engagement and securing new clients, our firm provides high level client service support. Providing all necessary financial planning preparation, proposal generation, underwriting management, investment transfer services, and more, our support team has all the details covered!

At PrairieView Wealth Partners we take great pride in our Wealth Advisors as they genuinely care for our firm’s clients and are connected through consistent interactions with new and established clients. The camaraderie that exists amongst our team allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients.

We invite you to connect with us if a Wealth Advisor at PrairieView Wealth Partners, with our faith-based perspective and genuine care for clients, pairs with your experience and personal career objectives to include higher cash flows with unlimited potential. We look forward to discussing the many advantages that joining our expanding team has to offer!

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Sr. Account Manager

Eden Prairie, MN

Support – Full Time

Horizon Agency, located in Eden Prairie, MN is seeking a Senior Account Manager to join our premier Agency. This is an exciting opportunity for candidates who have advanced industry experience related to Property and Casualty account management, brokerage operations and/or marketing with a multi-line insurance agency. In addition to industry experience, Horizon is seeking individuals who display passion about the company and clients they serve. The Sr Account Manager is responsible for working in direct collaboration with Horizon Producers to proactively and effectively service and support existing clients, aid in retention of new and renewal accounts, and to consistently uphold Horizon’s exceptional service standards. At Horizon Agency, we offer a competitive benefits package, opportunities for advancement, and a flexible at home and/or in office work location! If you are looking to advance your career and are self-motivated, customer service focused, and meet the qualifications of the Sr Account Manager defined, we look forward to hearing from you!

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Registered Client Services Associate

Seattle, WA

Support – Full Time

The Gregory-Simmons Group located in Seattle, Washington, is actively seeking a Registered Client Service Associate to join an independent and seasoned Financial Advisory Group.

As a Registered Client Associate, become a trusted resource to our clients, advisors and team members. Demonstrate a client-first approach to enhance the overall client experience. Use your administrative and operational skills to research and resolve problems, onboard new accounts and maintain proper record keeping.. Prepare correspondence in a fast-paced, collaborative and professional environment.

If you possess a welcoming personality and are in search of an empowering career, we want to hear from you! Your active participation and attention to detail will make a significant difference in our ability to serve our clients effectively.

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Client Service Associate

Plymouth, MN

Support – Full Time

Use your administrative and operational experience to assist our client in managing and growing their business. As a Client Service Associate (CSA) assisting prospective and existing clients with their account needs, you will make a positive impact every day.

Located in Plymouth, Minnesota, a suburb of the vibrant Twin Cities area, our client is an established and growing financial services firm looking for a Client Service Associate to join their team.

The CSA will provide administrative and operational client service support to the firm’s Managing Principal. The CSA will play an integral role in assisting with business development ensuring: prospective and existing client meeting preparation is complete; action item and follow-up reminders are timely and thoroughly addressed; proper prioritization has been defined; collaboration of business strategy to include marketing, new business lines and process improvements. The CSA is responsible for providing an unforgettable first impression to prospective clients and serves as a positive and efficient client service resource ongoing.

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Digital Marketing Specialist

Waukee, IA

Marketing – Full Time

Myriad Advisor Solutions is looking for highly motivated, organized, and service-oriented marketing professional to join our team! This is a hands-on position responsible for optimizing Myriad’s marketing channels, by increasing brand awareness and engagement with our markets and customers, and will also develop and execute visual concepts, using computer software, to communicate ideas that inspire, inform, or captivate consumers. The Digital Marketing Specialist will also develop the overall layout and production design for advertisements, brochures, magazines, and corporate reports, designing a wide variety of things across digital and offline media.

The ideal candidate will be a self-starter, capable of delivering brilliant, creative ideas, and show amazing attention to detail. They must be able to interact with executives, salespeople, developers, and creatives, never giving up when it comes to finding the best way to visually communicate an idea. To be successful in this position, they’ll have strong analytical, problem solving and project management abilities as well as be comfortable managing through change and working in a fast-paced environment. Proficiency in graphics, print media and web development is a must.

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Registered Client Associate

Chesterfield, MO

Support – Full Time

Moeller Investment Group, located in Chesterfield, Missouri, is seeking a Registered Client Associate to join their growing wealth management firm.

The Registered Client Associate plays a critical role in the overall success of the firm by developing a deeper, more meaningful connection with our clients, and ensuring their needs are being met with satisfaction. As a Registered CA, you will focus on providing high-quality service to all clients and Financial Advisors. Ideal candidates are self-starters with high motivation, possess excellent organization, time management and problem-solving skills, demonstrate care and warmth when communicating with clients, take pride in their work, and have a desire to learn and grow.

The Registered Client Associate position is an empowering, customer service orientated role with endless opportunities. If this position aligns with what you are looking for, we want to hear from you!

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